A dedicated team of fiduciary professionals, technologists, and industry veterans committed to protecting your family's wealth.
Visionary leaders driving innovation in trust administration
With over 20 years in fiduciary services, Fredrico founded WLG to democratize access to sophisticated trust administration for families of all wealth levels.
Former partner at a top 10 trust and estates firm, Sarah oversees all legal operations and ensures compliance with evolving fiduciary regulations across all 50 states.
Previously managing $5B+ at a major wealth management firm, Marcus leads our investment strategy and ensures prudent fiduciary management of trust assets.
PhD in AI/ML from Stanford, Emily architected the DYNASTY KEEPER platform and leads our engineering team in building next-generation fiduciary technology.
Former Big 4 partner specializing in family office advisory, Robert ensures operational excellence and financial stewardship across all WLG operations.
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.