A dedicated team of fiduciary professionals, technologists, and industry veterans committed to protecting your family's wealth.
Visionary leaders driving innovation in trust administration
Fredrico founded WLG to democratize access to sophisticated trust administration, combining fiduciary expertise with cutting-edge AI to serve families of all wealth levels.
Our proprietary AI platform combines the expertise of 100 elite trust professionals, including Trust Officers, Estate Attorneys, CPAs, and Wealth Advisors, to deliver institutional-grade trust administration.
Every trust document is reviewed by licensed estate planning attorneys who ensure compliance with your state's specific requirements and evolving fiduciary regulations.
Our compliance specialists manage the Triple Lock process, ensuring proper IRS filings and fiduciary documentation for every trust we administer.
With 15 years in private banking, Lisa leads our client success team and ensures every family receives the personalized attention they deserve.
Talented professionals dedicated to your family's success
Distinguished experts providing strategic guidance
The values that unite our team and drive excellence
Every decision we make starts with "How does this benefit our clients?" We measure success by the legacies we help protect.
We're never satisfied with the status quo. Our team constantly pushes boundaries to deliver better solutions for families.
Complex problems require diverse perspectives. We bring together legal, financial, and technical expertise in every engagement.
We're always looking for talented individuals who share our passion for protecting family legacies.