LP Directory

Whittier Trust is a multi-family office based in Pasadena, California. Established in 1935, the firm provides wealth management, fiduciary, wealth education, business succession planning, family governance, custody services, and administration of wealth for high net-worth families. It is the largest multi-family office headquartered on the West Coast with offices in Los Angeles, San Francisco, Reno, Seattle and Orange County.

Pasadena Private Financial Group is a multi-family office based in Pasadena, California. Established in 2018, the firm provides comprehensive wealth management and real estate investment services, and investment advisory services to its clients. The assets of the firm are managed by the executive team.

AGA Capital is a multi family office based in Pasadena, California, United States. Founded in 2014. The firm provides comprehensive wealth management, investment advisory, and family office services to multiple high-net-worth families.

Avista Investments LLC is a single family office based in Pasadena, CA, United States, managing the private wealth and investments of the Harry Tsao family. Founded in 2009.

Braeburn Family Office is a multi family office based in Pasadena, CA, United States. Founded in 2018. The firm provides comprehensive wealth management, investment advisory, and family office services to multiple high-net-worth families.