For individuals holding illiquid assets or anticipating a liquidity event, pre-liquidity planning can greatly improve wealth transfer and tax outcomes....
Selecting a trustee is a critical decision in the estate and wealth transfer planning process. The choice of trustee can...
In the current environment, many families are reevaluating and modifying their fiduciary structures. To assist in these discussions, we have...
Willow Street works with nearly 70 private trust companies (PTCs) as of August 2025. As an alternative to traditional individual...
The Board of Managers of Willow Street Trust Company of Wyoming, LLC is pleased to announce that the firm has...