Case Studies

Executive Compensation

A female Vice President at a multinational energy corporation in her early 50s knew she had blind spots when it came to her managing her extensive financial matters...

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Entrepreneur

A dentist and entrepreneur in her 50s was interested in selling her rapidly growing orthodontic practice within the next five years...

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Exiting Business Owner

A third-generation family business owner was ready to sell his company in the manufacturing industry when he turned 80 years old...

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Foundation

A 40-year-old charitable foundation was unsatisfied with its administrative trustee and investment manager. The board engaged Wescott for the investment management...

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Pension Fund

One hundred employee investors in the pension fund of an organization needed guidance in how to plan for their individual retirements.

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Professional

A partner in a large law firm was looking to retire early and give back to the community through pro bono work and teaching, while also ensuring he had saved...

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Retirement Planning

A law firm partner, approaching 60, married with no children, has voluntarily halved his billable hours and income—but realizes he needs to protect his savings to secure...

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The Wescott Network

Relationships and connections are at the heart of each Wescott client engagement. A boutique firm with the resources of a large financial advisory organization, Wescott...

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Widow

A widow had been the wife of a Wescott corporate client. The husband handled all of the family's finances and the woman, in her 60s, needed the guidance of a trusted friend.

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