STEP WY International Trust Conference

Willow Street Trust Company of Wyoming, LLC is pleased to sponsor the 7th annual STEP WY International Trust Conference held at the Four Seasons Resort, Jackson Hole.

“This year’s event includes an impressive line-up of professionals with expertise across multiple disciplines and jurisdictions. Today’s global economy has created tremendous opportunities for families and their advisors need to be at the cutting edge of our industry – this conference helps them do that.”
—Barbara Hoeft, TEP and founder of the Willow Street Group

Topics to be covered include a presentation by Carl Merino of Day Pitney on tax planning for foreign trusts, legal and succession issues for the Mexican family of wealth by Manuel Tron and a special session by Amy Castoro of the Williams Group that addresses the soft issues client families face when transferring wealth.

The Willow Street Group, based in Jackson Hole, Wyoming, establishes Private Family Trust Companies for multinational, multigenerational families and offers trustee services via its affiliate, the Willow Street Trust Company of Wyoming, a state-chartered trust company. Since its founding in 2005, Willow Street has worked closely with clients and their advisors to provide a superior level of service, building long-term relationships with clients so they have the freedom to enjoy their resources and be responsible stewards of their family wealth.