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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.
West Coast Capital Group is a Huntington Beach, CA-based company in the Financial Services sector.
At Continuum, we believe that the collective whole is greater than the sum of its parts. As a national network of independent advisory firms, Continuum provides independent advisors access to a comprehensive suite of integrated wealth management tools and powerful technology resources designed to simplify their business while optimizing efficiency and accelerating growth. By handling many of the costly and time-consuming back-office functions, Continuum`s advisors can focus on what they do best- serving clients and driving growth.
GLG Partners, Inc. (GLG) is an independent alternative asset manager. The Company offers a diverse range of investment products and account management services. GLG manages global investment funds and accounts. GLG derives its revenues from management
Erik Smith Investments is a Jackson, MI-based company in the Financial Services sector.