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 these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges. The judges said of Willow Street, “We were impressed with Willow Street’s independence, dedication, and their embracing the fiduciary role with strategic and differentiating initiatives.”

Phillip Harrington, Willow Street Chairman and CEO, and Betty Andrikopoulos, Senior Managing Director, Client Strategy, attended the awards ceremony in Manhattan on May 4. Commenting on the firm’s win, Phil said, “I’m pleased that the hard work and professionalism of the Willow Street team is being recognized by this award. Our objective is to serve our client families and their advisors at the highest level and it is an honor to earn this external validation of our approach.”

Stephen Harris, ClearView Financial Media’s CEO and publisher of Family Wealth Report, said, “These awards recognize the very best operators in the North American family office and wealth management space, with ‘independence,’ ‘integrity,’ and ‘genuine insight’ the watchwords of the judging process — such that the awards truly reflect excellence in American wealth management.”

We extend our sincere thanks to the judging panel and congratulations to our fellow winners and commended firms.

Please contact Willow Street if you would like additional information on any of the topics discussed herein. Willow Street Group, LLC and its principals, agents, and affiliates do not provide legal or tax advice with respect to any matter, and no part of its services may be construed as legal or tax advice. For educational purposes only.

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