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