An initiative of CEO Leadership Alliance Orange County (CLAOC)

Whittier Trust

4695 MacArthur Ct., Suite 1500 ,
Newport Beach,
CA,
United States,
91105
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Whittier Trust
Whittier Trust is the oldest multi-family office headquartered on the West Coast, with locations in cities like Pasadena, Newport Beach, San Francisco, Seattle, and Austin. Founded in 1935 as a single-family office, Whittier Trust has grown into a leader in personalized wealth management. The firm offers a full suite of services—from investment management and real estate expertise to philanthropy guidance and concierge support. With a deep focus on family, legacy, and impact, Whittier Trust is where young professionals can grow their careers while helping others grow their future.

Internship Program

At Whittier Trust, interns receive educational mentorship while assisting staff with day-to-day duties and responsibilities. Interns participate in weekly investment committee meetings, engage in long-term learning projects, and conduct due diligence and critical analysis. Whittier Trust is intentional about investing in its interns, providing them with the skills and experience necessary to pursue a career in wealth management. The goal is to equip current students with everything they need to succeed in the industry—potentially even with Whittier Trust itself after graduation.

  • Requirements:
NA

  • Timeframe:
NA

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Contact Info
4695 MacArthur Ct., Suite 1500,
Newport Beach,
CA,
United States,
91105
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