NEWPORT BEACH, CA / ACCESS Newswire / July 7, 2026 / Whittier Trust is pleased to announce the appointment of Lori Kenyon Farley as Senior Vice President, Client Advisor in the firm’s Newport Beach office. With over three decades of experience, Lori specializes in advising ultra-high-net-worth individuals, families, founders, and business owners on sophisticated wealth management, estate planning, fiduciary matters, and multigenerational legacy planning.
Renowned for her strategic insight and deeply personalized approach, Lori works closely with clients and their professional advisors to develop integrated solutions aligned to each family’s unique objectives and values. Her comprehensive expertise includes investment strategy, business succession planning, liquidity events, philanthropic planning, and family governance.
Prior to joining Whittier Trust, Lori held senior advisory and leadership positions within private wealth management, guiding affluent families through periods of growth, transition, and generational change. She founded and built a nationally recognized wellness company, providing firsthand experience with many of the opportunities and challenges faced by entrepreneurs and business owners.
“Families come to us during important moments of transition, whether related to their family, wealth, business ownership, or long-term legacy planning,” said David A. Dahl, President and CEO of Whittier Trust. “Lori has spent decades helping clients navigate those decisions thoughtfully and strategically. Her experience and judgment make her an excellent addition to our Newport Beach team.”
Lori earned her Juris Doctor from Pepperdine University School of Law and is a member of the New York State Bar.
Outside of the office, Lori enjoys fitness, wellness, travel, and spending time with her husband and their two children.
Contact:
Brandi J. Fields
BFields@whittiertrust.com
661.212.2312
About Whittier Trust
Collectively, Whittier Trust Company and The Whittier Trust Company of Nevada, Inc. (referred to herein individually and collectively as “Whittier Trust”) are state-chartered trust companies wholly
owned by Whittier Holdings, Inc. (“WHI”), a closely held holding company. As the oldest multi-family office headquartered on the West Coast, Whittier Trust isn’t just a financial institution; it’s a
trusted partner with a long, rich history of successfully navigating the financial markets to preserve, protect, and enhance its clients’ wealth and well-being across generations. Whittier Trust operates with the singular focus of providing holistic, top-tier client service and highly personalized investment solutions to ultra-high-net-worth individuals and their families, designed to advance and secure their long-term financial legacies and goals. The firm has offices in Pasadena, Menlo Park, Newport Beach, San Diego, San Francisco, West Los Angeles, Reno, Seattle, and Portland. To learn more, visit www.whittiertrust.com.
SOURCE: Whittier Trust Company
View the original press release on ACCESS Newswire
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