Mandate & appetite
- Preferred strategies
- CoreValue AddOpportunisticReal EstateInfrastructure
- Target geographies
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- Typical ticket
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- AUM
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- Real-asset allocation
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- Appetite
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Investor profile
Whittier Trust Company is an independent multi-family office based in Pasadena, California, founded in 1989 and evolving from a family office established in 1935 by the Whittier family. The firm focuses on wealth management and strategic investments, including real estate and energy sectors, across the United States.
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