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.
A 40-year-old charitable foundation was unsatisfied with its administrative trustee and investment manager. The board engaged Wescott for the investment management...
One hundred employee investors in the pension fund of an organization needed guidance in how to plan for their individual retirements.
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...
A scientist in his early 60s received a significant buyout from his employer, but needed guidance from a financial advisor willing to work with corporate headquarters...
A wealthy couple with grown, successful children. The husband was hoping to sell his assets and better control various other assets accumulated and mismanaged over the...
