It was established in 1935 by Leland, Don, Helen, and Paul Whittier to manage their assets and later their philanthropic efforts.

for more than 140 foundations, donor advised funds, endowments, and 161 charitable entities, and 578 ultra high-net-worth families.

[7][8][1] Whittier Trust is headquartered on the West Coast,[9] with offices in Pasadena, Newport Beach, West Los Angeles, San Francisco, and Menlo Park, California; Reno, Nevada; Seattle, Washington; and Portland Oregon.

[10] In a nod to the Whittier family history,[11] it maintains a focus on philanthropy,[12][13] and remains actively involved in oil, gas, and real estate investments.

[14] Later that year, Whittier Trust agreed to pay $1.7 million in damages to settle the insider trader charges.