Case Studies

Endowment

The endowment for a religious non-profit organization helps core initiatives in Eastern Europe, but over the years, scattered assets and multiple custodians bloated the...

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Estate Planning

A CEO at a large, successful company remarried after his first wife died. He sought to provide for his heirs while ensuring he and his new wife enjoy a comfortable life...

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Executive

A partner at a large law firm—who left to head a billion-dollar business—needed financial management and professional guidance for his personal investments, retirement...

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Family

A family patriarch and widower, and his successful adult children all have relied on Wescott for guidance in managing business and the family's estate.

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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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