Greg Custer and Whittier Trust finish off a stellar year. Growing to the largest multi-family office in Orange County as well as in California, the Orange County Office under Greg’s leadership has grown to into the 3rd largest office of Whittier Trust in just 8 years from its founding. Leading the Orange County Office was IMA member, Greg Custer. In 2024 the OCBJ has lauded Whittier Orange County with its 6th Best Places to Work out of 8 years. Whittier serves only the ultra-wealthy with Investments, Trust, Concierge, Real Estate and Philanthropy. For nearly 100 years Whittier has been the premier provider in this space with 8 offices on the West Coast.
As a multi-family office, Whittier assists families with investments, trust, real estate, family governance, bill pay and ultimately working to ensure the generational transfer of wealth and legacy. Orange County calls home to a significantly large number of companies that are locally owned and it’s unclear if the next generation is going to take over. Without a plan that includes all family members, the odds are high that the family business will not continue or there will be an efficient transfer of wealth. A team of 35 professionals works to preserve what most is important: family and the family business.
Recently, Greg received his 7th recognition to the OCBJ’s list of OC 500 most influential individuals in Orange County.