Expanding Footprint Whittier Trust is actively expanding its physical presence with new offices in Carmel, Indiana, and San Diego, indicating a strategic effort to serve ultra-wealthy clients across broader geographic regions and increasing its market reach.

Investment Strategies The company invests in diverse assets such as CSW Industrials, Joby Aviation, and Hanesbrands, demonstrating expertise in alternative investments and asset diversification. This presents opportunities to offer customized investment solutions and expand client portfolios.

Leadership Growth Recent promotions of senior advisors in key offices reflect a focus on strengthening client relationships and personalized wealth management, opening avenues to engage high-net-worth families and provide tailored estate and trust services.

Recognition & Reputation Being recognized as the sixth best place to work in Los Angeles enhances Whittier Trust’s employer brand, making it attractive for top-tier talent and prospective clients seeking reputable and employee-valued wealth management firms.

Technology Integration Utilization of advanced tech tools like Microsoft Azure, DocuSign, and analytics tags suggests a commitment to efficient, secure, and data-driven client services, offering prospects improved digital engagement and streamlined solution delivery.