Matt Bahr Celebrates 10 Year Anniversary
Willow Street is pleased to congratulate Matt Bahr on his 10 year anniversary with the firm. As Director, Client Services, Matt works closely with several multigenerational, multijurisdictional client family relationships, serves as an internal thought leader around private trust company governance and administration, and is a leader on our Client Services and internal operations teams. Commenting […]
Kea Molnar Elected to STEP Wyoming Board of Directors
Willow Street is pleased to announce that Kea Molnar, Managing Director, Client Strategy, has been elected to the STEP Wyoming Board of Directors. At the same time, Betty Andrikopoulos, Executive Managing Director, Client Strategy, completed a three-year term as Branch Chair. As part of STEP’s global community of over 21,500 lawyers, accountants, trustees, and other […]
Anthony Gulla Joins Willow Street
Please join us in welcoming Anthony to the Willow Street team. As an Accounting Manager, Anthony is responsible for managing bookkeeping and financial reporting for Willow Street client families, focusing on cash management, bill pay, and account reconciliations. He works closely with Relationship Managers to ensure our clients’ trust activity, no matter how unique or […]
Understanding the Benefits of a Corporate Trustee
Selecting a trustee is a critical decision in the estate and wealth transfer planning process. The choice of trustee can have far-reaching implications for both planning outcomes and the family’s user experience. Our recently published overview includes differences between individual and corporate trustees, factors families may consider when selecting a trustee, and approaches to engaging […]
Gracie Helms Joins Willow Street
Please join us in welcoming Gracie to the Willow Street team. As a Relationship Manager, Gracie serves as a primary point of contact for client families, accountable for working closely with clients and their advisors, including legal, tax/accounting, investment, and banking leads. She is responsible for trust administration, financial reporting and analysis, cash flow management, […]