Why Willow Family Office Services?

With more than 60 years of combined experience in management, organization and wealth issues unique to affluent families, we integrate client goals into a quality of life wealth plan. Our commitment to attention and sensitivity to detail enable us to deliver a unique level of service with a single point of contact. We evaluate each client situation individually, always meeting in the privacy of their home, where we can create a plan to restore their ease of living.

Value to Our Clients

Through extensive experience in the financial services industry focusing on the needs of high net worth individuals, we bring both depth of understanding and expertise to each client situation. With time being most essential to quality of life, we seek and create ways to eliminate the burdens on our clients’ lives and help restore the joy of living. Our goal is to bring objectivity, peace of mind, and positive change to our clients through solutions, support, clarity, and advice.

Our Commitment

We ensure complete objectivity by refusing to accept reimbursements or referral fees from third party providers. You can be assured that we always fully disclose all of our fees ahead of time and any payments that we make on your behalf. Our integrity is paramount – we adhere to the highest ethical standards and guarantee absolute confidentiality.

At Willow Family Office Services, we follow the “one-second” rule – an absolute unwillingness to invest in the one second it takes to compromise our reputation.