Warm Welcome to Our New Client: Whittier Trust

August 7, 2016



While wealth management is primarily about assets, we know it’s much more-it’s also about families. At Whittier Trust, we provide a breadth of wealth and investment services to meet the unique values, goals and long term vision of our clients. Our passion for safeguarding for the future began with the Whittier family in 1935, and today we are the largest independently owned family office headquartered on the West Coast.

We have held a singular focus on the business of wealth management since 1935. Today Whittier Trust is the largest multi-family office headquartered on the West Coast, offering a breadth of financial services and expertise supported by an exceptional commitment to personal service that reflects our family roots. We collaborate closely with our clients to tailor investment strategies that meet their unique needs, goals, and values.

We are:

Independent and privately held with a conflict-free platform. Entrusted to manage and consult on more than $8 billion in assets for families in more than 30 states, with offices in Los Angeles, San Francisco, Reno, and Seattle. Comprised of more than 100 wealth management professionals, with an average of 18 years of experience, who understand and are experienced in working with sophisticated, complicated plans, entities and assets. Committed to offering a full array of fiduciary, family office, wealth management and philanthropic services and solutions through the lowest client-to-advisor ratios in the industry. Focused on after-tax performance with an excellent investment track record.


Since 1935, Whittier Trust has been helping highly affluent individuals and families accomplish what’s important to them by providing expert guidance, superior investment performance and exceptionally tailored service. As the largest independent firm of its kind in the Western United States, Whittier Trust provides unrivaled investment and wealth management, including fiduciary and philanthropic services, all within the highly personalized structure of a family office. Whittier Trust is focused on consistently protecting and growing wealth — one client at a time, from one generation to the next.

Whittier Trust has offices in South Pasadena, San Francisco, Reno and Seattle.

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Fortimize has Completed more than 350 implementations for Clients from Honolulu to New York, and we are committed to helping our clients to realize the full value of the platform across the entire operation.

Fortimize carries a 5 Star Rating on the AppExchange because teams are led by seasoned financial services professionals who employ a highly disciplined, yet flexible project management strategy. Our results speak for themselves: successful projects done right, done on time, and done affordably. Fortimize also provides its clients with a full suite of training services, ongoing administrative support and data integration consulting.

Our singular ability to speak the customer’s language, listen carefully to their goals, and then construct solutions that drive business growth and profitability, are what have made Fortimize a leader in Financial Services on the platform.

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