May 5, 2023 — Willow Street is honored to be named Best Fiduciary or Trust Services provider in the 2023 Family Wealth Report Awards.
Now in their tenth 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, “As a good steward of the industry, Willow Street showcased its reputation for exceptional relationship management and its innovative approach to fiduciary services.”
Betty Andrikopoulos, Executive Managing Director, Client Strategy, and Scott Weaver, General Counsel and Chief Fiduciary Officer, attended the awards ceremony in Manhattan on May 4. Commenting on the firm’s win, Phil Harrington, Willow Street Chairman and CEO, said, “I’m thrilled that the hard work and professionalism of the Willow Street team is being recognized through this award for a second consecutive year. Our objective is to serve our client families and their advisors at the highest possible level and it is an honor to earn this external validation. This year, it is especially meaningful that our sister company, Pathstone, was also recognized as Best Multi-Family Office ($15b AUA and Above). I am so pleased that our two firms chose to come together last year and that we are both being recognized for our exceptional service and innovative approach.”
Stephen Harris, ClearView Financial Media’s CEO and publisher of Family Wealth Report, said, “Every category winner and highly commended firm are worthy recipients who join the elite list of wealth management professionals who form the global elite of Family Wealth Report Award winners.”
We extend our sincere thanks to the judging panel and congratulations to our fellow winners and commended firms.