Whittier Trust Company
Overview
Whittier Trust Company is an independent wealth management and investment firm headquartered in Pasadena, California. It specializes in managing assets for ultra-high-net-worth families, foundations, and endowments, offering a comprehensive suite of services including investment management, trust services, and philanthropic advisory. The firm operates as a multi-family office, providing personalized financial solutions tailored to the unique needs of each client. Established in 1989, Whittier Trust Company has expanded its presence with offices in Newport Beach, West Los Angeles, San Francisco, Menlo Park, Reno, Seattle, and Portland. The firm has a rich history, tracing its origins back to a family office founded in 1935 by the children of Max Whittier, who co-founded and developed Beverly Hills in the early 1900s. This legacy underscores the firm's deep-rooted commitment to wealth management and client service. In 2025, Whittier Trust Company achieved a significant milestone by being named a Platinum Employer Partner by the Society of Trust and Estate Practitioners (STEP), becoming the first U.S.-based firm to receive this prestigious designation. This recognition highlights the firm's dedication to excellence in client service and its commitment to developing top-tier trust and estate advisors. The firm's investment approach is characterized by a focus on long-term value creation, leveraging its extensive experience and resources to navigate complex financial markets and deliver tailored solutions that preserve and enhance clients' wealth across generations.
Investment Focus
- Preference for investments in the United States
- Focus on growth, late-stage, pre-IPO, buyout, turnaround, and distressed opportunities
- Interest in asset classes including fixed income, private equity, real estate, and venture capital
- Alignment with Whittier Trust Company's investment philosophy and values
Portfolio Companies
Reach Whittier Trust Company directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Whittier Trust Company
What sectors does Whittier Trust Company invest in?
Whittier Trust Company invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in South Pasadena, California, United States. Whittier Trust Company is listed as a family office in the ConnectSafely investor database.
What stage does Whittier Trust Company invest at?
Whittier Trust Company backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Whittier Trust Company invest in?
Whittier Trust Company invests across United States.
Who are the partners at Whittier Trust Company?
Team members listed for Whittier Trust Company include Sandip Bhagat (Chief Investment Officer) and Liam McGuinness (Executive Vice President and Chief Financial Officer).
What companies has Whittier Trust Company invested in?
Whittier Trust Company's portfolio includes Belridge Oil, Beverly Hills Development Company and Whittier Trust Company of Nevada, Inc..
How do I contact Whittier Trust Company?
Whittier Trust Company's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
