Willow Street

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!  

Please join us in welcoming Gracie Helms 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, and special projects. She is pursuing her certification as a Certified Trust and Fiduciary Advisor (CTFA). With nearly ten years of experience in the educational services sector, Gracie brings client-centricity and strong problem-solving and organizational skills to her role at Willow Street. She previously served as Director of Strategy and Business Development for Brain Chase, an Austin-based education technology platform. Earlier, she co-founded and served as COO of Village Learning, a tutoring company. Gracie earned her BA in English and Plan II Honors from The University of Texas at Austin and her MBA in Entrepreneurship from the Acton School of Business. Originally from Houston, Gracie moved to Jackson in 2022. She enjoys hiking, fly-fishing, playing tennis, and spending time outdoors with her husband, daughter, and two long-haired dachshunds. She is an active member of St. John’s Episcopal Church. https://lnkd.in/gQUATZpz

Please join us in welcoming Maggie Davis to the Willow Street team. As a Client Services Associate, Maggie 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, Maggie worked for a Jackson-based family office where she managed a variety of properties, art collections, events, and processes. Previously, she spent nearly ten years at the National Museum of Wildlife Art in a variety of positions, including Supervisor of Visitor Services. Maggie earned a BA in Communication Studies and Public Relations from Carroll College. Maggie is a Jackson native. When she is not in the office, Maggie enjoys spending time with her family and friends and traveling. https://lnkd.in/gWPy6aqp

We are thrilled to have been selected again as a finalist in the Fiduciary or Trust Services category for the 11th Annual Family Wealth Report Awards 2024. This annual awards program recognizes the most innovative and exceptional firms, teams, and individuals serving the family office, family wealth, and trusted advisor communities in North America. We look forward to attending the awards ceremony in New York on May 2. Congratulations to our fellow finalists!

Last month, Willow Street was proud to sponsor the Community Foundation of Jackson Hole 's inaugural Women in Philanthropy event featuring philanthropist Carolyn Long. Executive Managing Director Betty Andrikopoulos delivered opening remarks; Betty serves on the Community Foundation Board as Treasurer. We look forward to continuing to support the Women in Philanthropy speaker series this summer.   As the Willow Street team provides services from our office in Jackson, we are committed to contributing our time, resources, and people to support the community where we live and work. To learn more, please visit https://lnkd.in/g7b6r_bi

Please join us in congratulating Senior Manager Deborah Meagher on her 5-year anniversary with Willow Street. Debbie leads our Client Integration team, guiding families and their advisors through the onboarding process as they become clients of Willow Street. She also manages our internal customer relationship management platform, improving our efficiency and workflows across the firm.   Kea Molnar, Managing Director, commented, “Debbie’s dedication and initiative over the last five years have truly shaped the Willow Street team and our business processes for the better. She welcomes new clients to the firm with warmth and professionalism and is a trusted resource for our team. We look forward to her future contributions to our growth and success.” https://lnkd.in/g_9dMG_d

Willow Street team members Betty Iriondo Andrikopoulos, Scott Weaver, and Claire O'Connell will participate in the STEP New York / New York State Bar Association 19th Annual International Estate Planning Institute later this week in New York City. We would welcome the opportunity to meet with you and invite you to stop by our table.

Willow Street is pleased to announce that Gina Kyle has been promoted to Senior Relationship Manager. Gina leads a significant portfolio of client relationships including both private family trust companies (PTCs) and directed trusts. She serves as a thought leader for our client families and is an officer for PTC structures. Gina is responsible for trust administration, financial reporting and analysis, cash flow management, and special projects, and is pursuing her CTFA certification. She is active in our community as a volunteer tutor with the Teton Literacy Center. Michael Hodges, Senior Relationship Manager added, “Gina has consistently demonstrated the utmost professionalism in serving her clients during her time at Willow Steet. Through her diligent and thoughtful approach, she has become one of our firm’s rising leaders and her clients’ trusted advisor. I’m happy to have the pleasure of working with Gina each day and look forward to her continued growth and contributions both to Willow Street and the families we serve.” Please see our full announcement here (https://lnkd.in/g_U4xJ3a) and join us in congratulating Gina.