RESULTS THAT SPEAK FOR THEMSELVES.

How many times have you heard that wealth has actually strengthened a family’s bond? Most likely not often, if ever. Assets can actually become a family’s liability. At Whittier, we know that to build and sustain wealth for generations, family must come fi rst. We partner with you to engage and educate the entire family to help you achieve your personal goals. We know that attaining long-term success happens when we cultivate family dynamics as healthy as the returns we strive to achieve. As the oldest and largest multi-family office headquartered in the West we’ve been building legacies for generations. If you’re ready to experience the difference, we’re ready to talk. Call Tim Mccarthy 800.971.3660.

“I had absolutely no idea that an investment firm could do this much for my family.” WHITTIER CLIENT