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Small-cap specialist with unparalleled knowledge and experience, offering distinct investment approaches to meet a variety of investors goals.
Whittier Trust is the largest multifamily office headquartered on the West Coast, with offices in South Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, Reno, Portland and Seattle. True to our roots as a single-family office established in 1935, we offer an extensive suite of family office and concierge services. Our wealth management advisors focus on our clients` wide range of personal, family, fiduciary and business needs, giving us a unique perspective for problem-solving, support and consultation. We take care of your family and your legacy with our personal trust services, and Whittier Trust portfolio managers provide comprehensive investment management across all asset classes. We also offer years of experience in real estate, and support all aspects of planned giving with our philanthropy services department and their deep knowledge of the nonprofit community. Ask us about how we build a team tailored to fit your specific needs and situation.
Two Bear Capital invests in founders with breakthrough ideas to solve urgent, complex problems by harnessing life sciences and technology.
Prism VentureWorks is a Needham Heights, MA-based company in the Financial Services sector.
LordSPV World Class Securitization Services is a New York, NY-based company in the Financial Services sector.