Case Studies

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…

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

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

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…

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…

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…

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 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…

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…

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.

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…

The client was in a high-profile divorce from her husband who had broad investments in a variety of businesses and commercial real estate holdings. The client came to…

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…