Willow Street

Last Saturday, Willow Street was pleased to attend the Jackson Hole Food & Wine Festival. The annual event supports Hole Food Rescue, a local non-profit whose mission is to reduce food waste and cultivate food security in Teton County, Wyoming.

Please join us in welcoming Alex Burtnett to the Willow Street team. As a Client Services Associate, Alex plays an integral role in providing administrative and project-based support to the Client Services team. She oversees and implements an array of activities focused on providing a consistently exceptional experience to Willow Street client families. Prior to joining Willow Street, Alex focused on research, project management, and sustainability through roles at Nike and consulting firms Nordic Reach and 1Row. Originally from Virginia, Alex earned her BA in Global Environments and Sustainability from the University of Virginia. In her free time, Alex loves to test new sourdough recipes, coach girls youth club lacrosse, read fiction novels, and go for long runs. https://lnkd.in/gAqW2_YZ

Willow Street team members Patricia Overdyke and Scott Weaver will participate in the STEP LA 16th Annual International Tax & Estate Planning Forum on June 13-14. We would welcome the opportunity to meet with you if you are attending. Willow Street is pleased to support the conference as a sponsor.   STEP – Advising Families Across Generations

Starting on June 5, Scott Weaver, Willow Street General Counsel & Chief Fiduciary Officer, and Jim Coutre, Pathstone Managing Director, will host a three-part webinar series exploring estate and wealth transfer planning, including family values and purpose, planning strategies, and tactics and implementation. Please follow this link for more information and to register: https://lnkd.in/eVqRupjT.

Please join us in congratulating Matt Bahr, CTFA on his 10 year anniversary with Willow Street. 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 on this milestone, Matt said, “It’s been an incredible journey to grow alongside Willow Street over the past 10 years. I’m continuously impressed by this organization’s culture, accomplishments, and expertise. Above all, the people are at the top of a long list of what makes Willow Street special; I’m fortunate to learn every day from my colleagues.” Tricia Overdyke, Executive Managing Director and COO of Willow Street, commented, “This week, Willow Street has the privilege of celebrating 10 years with our colleague, Matt Bahr. Matt embodies the best of who we are: he is a thoughtful, diligent, hard-working leader who cares deeply about our clients and colleagues — AND he’s a lot of fun to work with. We are grateful to have had a decade with Matt and look forward to many more years to come.” https://lnkd.in/gEegXbn2

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 practitioners, STEP Wyoming strives to promote education and connect practitioners to share knowledge and best practices. The Branch’s annual conference gathers professionals from around the world each year for an insightful program and opportunity to connect. The 10th annual STEP Wyoming International Estate Planning Conference will be held on September 20-21 at the Four Seasons Resort Jackson Hole. To learn more about the conference and sponsorship opportunities, please visit https://lnkd.in/gnTt55Ak. STEP – Advising Families Across Generations

Please join us in welcoming Anthony Gulla 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 complex, is captured promptly and accurately, and distills their structures and investment data into actionable information. Anthony brings to Willow Street a comprehensive background in financial management and accounting with a focus on operational efficiency and collaboration. Most recently, he served as an Accountant at a regional family office, overseeing operational accounting for entities, budget preparation, investment reconciliations, and financial reporting. Anthony previously served as a Payroll Officer and Inventory Accountant at the Amangani, part of the multinational hospitality company Aman Resorts, where he focused on payroll processing, inventory management, and reporting. Anthony earned his MAcc and BS in Accounting at Ohio University. Originally from Columbus, Ohio, Anthony moved to Jackson in 2020. He enjoys climbing, skiing, and volunteering with the Teton Climbers Coalition. https://lnkd.in/gf2QkJHk

Willow Street team members Betty Andrikopoulos and Scott Weaver will participate in the Institute for Family Governance New York Annual Conference next week in New York City. Betty will be a featured panelist for "Why are Inter-Generational Transitions so Difficult?” We would welcome the opportunity to meet with you if you are attending.

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. To access our recently published overview of the differences between individual and corporate trustees, factors families may consider when selecting a trustee, and approaches to engaging trustees, please visit: https://lnkd.in/gG5QheGA

Yesterday Betty Andrikopoulos and Kea Molnar attended the Family Wealth Report Awards in New York, where Willow Street was honored to be named a finalist for "Best Fiduciary or Trust Services." It was great to spend the evening with industry colleagues — congratulations to all winners!