George Hein

Senior Relationship Manager at Willow Street

George Hein is a seasoned professional with extensive experience in client relationship management and financial analysis. Currently serving as a Senior Relationship Manager at Willow Street since April 2020, George specializes in custom fiduciary structures for families in Jackson Hole, Wyoming. Previously, George worked at FactSet from September 2009 to April 2020 as a Senior Analyst and Content Writer, focusing on financial services. Additionally, George contributed as a Marketing Consultant for The North Face, developing a marketing campaign for the Mountain Athletics apparel line. Prior roles included project coordination and field inspection at Rendezvous Engineering and an analyst position at Clayton Fixed Income Services. George holds a BSBA in Finance from the University of Denver, obtained in 2004.

Location

Jackson, United States

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Willow Street

All families leave legacies for future generations through the passing down of experiences, wisdom, and gifts. Many families form trusts to help ensure that their legacy is preserved and shared with successive generations. At Willow Street, we work collaboratively with families and their advisors to understand and implement trust structures so that current and future generations may benefit from these gifts as they lead lives of purpose. Founded in 2005, Willow Street provides corporate trustee services to clients seeking a responsive, relationship-focused fiduciary. We also specialize in advisory, governance, and operations for Wyoming private trust companies. Every relationship we have is founded on the principle that fiduciary services should be more than a commoditized, transactional business. Beyond simply implementing trusts, our approach is proactive, transparent, and comprehensive. We provide strategic, experience-based insight into trust organization and management, from the straightforward to the highly complex. By doing so, we help ensure the durability of a family’s legacy over generations. We are a pure fiduciary, remaining free of real or perceived conflicts. We strive to perform our duties at the highest professional standard, with the utmost integrity and discretion, and with a firm commitment to be there for our clients over multiple generations. Our entire team is based locally to our headquarters in Jackson, Wyoming.


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11-50

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