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This information provided by Willow Street
All families leave legacies for future generations through the passing down of shared experiences, wisdom, and gifts. Some families form trusts to help ensure that their legacy is preserved and shared with successive generations. At Willow Street, we work closely with families and their advisors to understand and implement trust structures so that successive generations may benefit from these gifts as they lead lives of purpose. We are a pure fiduciary, remaining free of real or perceived conflicts. We strive to perform our duties at the highest professional standard, with the utmost integrity and discretion, and with a firm commitment to be there for our clients over multiple generations.
Our firm is located in Wyoming, a globally-recognized situs for wealth planning due to its modern trust and business laws, favorable tax environment, and strong professional services infrastructure. Willow Street implements and administers Wyoming fiduciary solutions that are efficient, flexible, and cost effective, and that advance the strategic and financial goals of our clients.
Willow Street delivers fiduciary services for both private trust companies and corporate trust structures through two affiliated companies.
Willow Street Group, LLC specializes in advisory, governance, and operations for Wyoming private trust companies (PTCs). WSG works with clients and their advisors to establish and implement these entities, adding value through customized, Wyoming-based management and administrative support. WSG may provide Board members, officers, or committee members for each private trust company, as requested by the client. We may also assist with pre-formation advisory and organization.
Willow Street Trust Company of Wyoming, LLC provides corporate trustee services to clients seeking a responsive, relationship-focused fiduciary with entities sitused in Wyoming. WSTC works with clients and their advisors to develop efficient trust structures. In this model, WSTC can act as directed trustee (administrative trustee and/or distribution trustee), delegated trustee, or discretionary trustee.
See the Glossary for definitions of these metrics.
This information provided by Willow Street
See the Glossary for definitions of these metrics.
This information provided by Willow Street
Stats
As of date:
Monday, February 10, 2020
Primary Generations Served:
Number of Relationship Managers:
Average Clients Per Client Team :
Frequency of Financial Reporting:
Do you provide consolidated financial reporting?:
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Headquarters
Headquarters:
255 Buffalo Way
PO Box 1905
Jackson Wyoming 83001
United States
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