Willow Street will operate independently as a sister company to Pathstone, continuing its sole focus on trust and fiduciary services. Our Crestbridge Fiduciary joint venture — from our board of managers to larger client services team — will continue to operate uninterrupted. Please see additional information about the combination in the full press release here.
Crestbridge Fiduciary Board member Betty Andrikopoulos said, “Crestbridge Fiduciary’s international reach and seamless multijurisdictional platform was attractive to Pathstone as we discussed the combination with Willow Street. We look forward to continuing our high-touch relationship management and open architecture approach with our client families and their advisors.”