Audra Schultheis Joins Willow Street
Please join us in welcoming Audra to the Willow Street team. As a Client Integration Manager, Audra works closely with families and their advisors as they onboard and begin their relationship with the firm. Audra brings strong customer service, data analysis, and process improvement skills to Willow Street, with extensive experience in financial reporting and cash […]
Nate Bybee Earns CPA License
Willow Street is pleased to share that Director, Financial & Internal Control, Nate Bybee, earned his Certified Public Accountant (CPA) license from the Wyoming Board of Certified Public Accountants. The CPA license signals to the public an accounting professional’s expertise in accounting, auditing, tax, and technology, and commitment to excellence and integrity in a complex, […]
State Comparison For Wealth Transfer Planning
In the current environment, many families are reevaluating and modifying their fiduciary structures. To assist in these discussions, we have created a reference summary of state laws that client families should consider when establishing wealth transfer plans and structures, including taxation, trust laws, asset protection, and regulated and unregulated private trust companies. Our updated summary […]