270 W PEARL AVENUE | SUITE 104 PO BOX 1905 | JACKSON WY 83001P 3 0 7.7 3 3.3 3 2 7 | F 3 0 7.7 3 3.5 0 3 7

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WILLOW S T R E E TF I N A N C I A LS E R V I C E S

WILLOW S T R E E TF I N A N C I A LS E R V I C E S

We are a multi-family office specializing in private trust company administration. Our firm serves ultra-high net worth individuals, families and their advisors in the U.S. and internationally.

WHAT SETS WILLOW STREET APART

Willow Street professionals have the skills and expertise to manage a wide range of responsibilities and consistently employ best practices.

We believe that providing clarity to each family’s unique and complex financial picture is of immeasurable value.

Our commitment, experience and team approach allow us to meet that objective.

OU R F I R M

Willow Street provides each client with customized financial analysis, strategic planning and exceptional implementation.

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FINANCIALCLARITY

Wyoming has emerged as a leading situs in which to form and domicile trusts. Favorable tax and trust laws, along with an efficient and flexible judicial system, provide an optimal environment in which to grow trust assets over time – a vital component of a multi-generational wealth enhancement plan.

PRIVATE TRUST COMPANIES

Wyoming is one of the few states that permits unregulated private trust companies to act as trustee for a trust or group of related trusts. A private trust company can enhance privacy, flexibility and contin-uity in the management of trusts over generations.

TAXES

Wyoming does not levy personal or corporate income tax, gift, estate or inheritance tax, excise or intangibles tax. The state’s fiscal strength provides a foundation for this environment to continue indefinitely.

T H E W YOM I NG ADVA N TAG E

LAWS

LEGACY Dynasty trusts have durations of up to 1,000 years, which can augment wealth preservation and minimize transfer taxes across multiple generations.

PROTECTION Self-settled, asset protection trusts enhance creditor protection while allowing families to continue enjoying assets in the trust.

CONTROLWyoming statutes allow the separation of investment and administration responsibilities through directed trusts. This structure permits families to select their preferred investment professionals and maintain the benefits of favorable situs through a Wyoming trustee.

S E RV I C E S

Willow Street Financial Services LLC and/or its principals or agents

do not provide legal or tax advice with respect to any matter, and no part

of its services may be construed to constitute legal or tax advice.

PRIVATE TRUST COMPANIES

PTC Officers / Directors

Trustee Meetings and Minutes

Annual Filings

W-2 Employees

Advisory / Administrative Services

FAMILY OFFICE SERVICES

ADVISORY

Financial Analysis

Private Investment Due Diligence

Insurance Assessment / Monitoring

Real Estate Transactions

Unique Asset Transactions

Philanthropy

Art Collection Oversight

ADMINISTRATIVE

Advisor Coordination

Cash Flow Management

Bill Payment

Investment Documentation

Financial Reporting

Centralized Archives

“For more than

20 years, it has been

a privilege to work

with high net worth

families and their

advisory teams.

I believe this collab-

oration is key to

providing our clients

with the tools they

need to formulate a

vision and the path

on which to get

there.”

BARBARA J. HOEFTPRESIDENT & CEO

LONG-TERM FOCUS