Case Studies

Executive Compensation

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...

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Entrepreneur

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

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Exiting Business Owner

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

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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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Widow

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.

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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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