Whittier Trust is a privately held wealth management firm serving ultra-high net worth individuals, families and their philanthropic entities. In addition to investment management, trust and fiduciary, family office and real estate services, Whittier has a dedicated Philanthropic Services department that provides philanthropic advisement and comprehensive administration for private foundations and donor-advised funds, and supports the meaningful involvement of younger generations in their families' philanthropic activities. We also facilitate family meetings/retreats to provide financial education for children and promote healthy conversations about family wealth.
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