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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.
SOLV Holdings, LLC is a privately held investment management company. We invest in companies that engineer, design build, control, service, and safeguard complex industrial systems. As business partners to each of our company leaders, it is our role to optimize, grow, and integrate our portfolio by offering guidance in the areas of vision, strategy, leadership, and operations. At SOLV we focus on maximizing financial returns and increasing positive impact on stakeholders and the communities in which we operate.
south shore capital advisors is a Hingham, MA-based company in the Financial Services sector.
Kanaly Trust Company is a Houston, TX-based company in the Financial Services sector.
Chestnut Ridge Capitol is a Woodcliff Lake, NJ-based company in the Financial Services sector.