Willow Street
Our purpose is to support the enduring strength of a family’s legacy across generations. As pure fiduciaries, we collaborate with families of wealth and their advisors to establish and administer custom Wyoming and Nevada trust structures. We believe that fiduciary services should be more than a commoditized, transactional business and value our role as a thought partner. Our approach is proactive, transparent, and comprehensive. Leveraging our boutique size, fiduciary independence, and in-house expertise, we offer flexible and creative solutions to each engagement. We strive to perform our duties at the highest professional standard, with the utmost integrity and discretion, and with a firm commitment to be there for our clients over multiple generations.
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Verified contacts
48
available on Kipplo
LinkedIn employees
81
11 to 50 range
Open roles
—
no listings
Distinct roles
27
indexed titles
Tech stack
1
tools in use
Monthly traffic
267
organic / mo
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Decision-makers and verified team members
48 contacts with verified email or phone · masked until revealed.
- KW
Katie Warren
Associate Director, Accounting & Finance · Finance & Accounting
EmailPhone - MB
Matt Bahr
Director, Client Services · Customer/Client Service
EmailPhone - MH
Michael Hodges
Director, Client Services · Customer/Client Service
EmailPhone - MH
Morgan Hill
Associate Director, Client Services · Customer/Client Service
EmailPhone - LK
Luette Keegan
Vice President, Operations · Operations
EmailPhone - AG
Anthony Gulla
Accounting Manager · Finance & Accounting
EmailPhone - AS
Audra Schultheis
Manager, Client Integration · General Business & Management
EmailPhone - CH
Caedran Harvey
Senior Relationship Manager · Finance & Accounting
EmailPhone - GF
Gracie Fraser Helms
Relationship Manager · Sales & Business Development
EmailPhone
Showing 9 of 48 verified contacts
Top roles at Willow Street
27 distinct titles indexed · top 10 shown.
- 10relationship manager
- 3accounting manager
- 3director, client services
- 2manager, client integration & operations
- 2senior relationship manager
- 1assistant general counsel & chief compliance officer
- 1associate director
- 1associate director client services
- 1associate director of client services
- 1associate director, accounting & finance
- +17more titles
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