Integrating Fiduciary and Family Office Structures with a Virtual Family Office

Families are more frequently integrating their fiduciary and family office structures with a virtual family office (VFO). For families with meaningful wealth held in trusts, a private family trust company (PTC) serves as an excellent governance framework and corporate structure for a VFO, providing integrated, holistic oversight of fiduciary, investment, tax, philanthropic, governance, and other […]

2022 Family Wealth Report Awards: Best Fiduciary or Trust Services Provider

May 5, 2022 — Willow Street is honored to be named Best Fiduciary or Trust Services provider in the 2022 Family Wealth Report Awards. Now in their ninth year, the awards recognize outstanding organizations grouped by specialism that a panel of independent judges deem to have “demonstrated innovation and excellence during the last year.” Each of […]