Mr Greg Custer
TEP

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

3200 Park Center
Suite 980
Costa Mesa
CA
92626
United States of America

Email: gcuster@whittiertrust.com
Telephone: 1 949 216 2202
Website: www.whittiertrust.com
Practice Areas: Civil-law planning (incl foundations), Company formation/management, Contentious trusts and estates, Estate planning/administration, Family office, Philanthropy, Trust planning/administration, Wills and probate
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Profession:
Financial Planner / Trustee/Fiduciary / Trust Officer / Wealth Management
Firm:
Whittier Trust Company
Branch/Chapter:
STEP Orange County
Committees:
USA Board of Directors, Orange County Branch Committee
Biography:

Greg is an Executive Vice President and Manager, Orange County, Administration  in Whittier Trust’s Costa Mesa office. Greg provides client administrative services to a wide range of client profiles with a focus on the very high net worth individual. Greg advises clients on matters ranging from estate plans, gifting, and real estate, to various concierge services. He provides a type of service that allows the clients to manage their affairs by delegating certain aspects to their professional team. His expertise has grown to include assisting with and managing a team of professionals while also providing a wide range of advice on many issues including real estate, aviation, lending and significant item purchases.

Prior to joining Whittier Trust, Greg spent a number of years with First Interstate Bank, City National Bank in Beverly Hills and then Citizens Business Bank in Pasadena, managing personal trust accounts and his clients’ real estate assets.

Greg received his Bachelor of Arts degree in Business Administration and his Bachelor of Science degree in Economics from the University of Puget Sound. He is a graduate of Cannon Financial Institute’s Trust School and holds the Certified Trust and Financial Advisor (CTFA™) designation. Greg is a past President of the Southern California Trust Officers’ Association, The Fiduciary Round Table and former board member of San Marino Rotary, South Pasadena San Marino YMCA, 5 Keys Estate Planning Council of Glendale Adventist Hospital and the Estate Planning Council of Arcadia Methodist Hospital. Greg on the board of YMCA of Orange County, Orange Sherriff’s Advisor Council is also a Director for The Tournament of Roses and has served as a chair on several committees most recently overseeing the television stations for the parade.

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