Jules Cechony
Director of Family Office at WE Trust Company
- Role
- Director of Family Office Services at We Trust Company
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Jules Cechony
As the Director of Family Office at WE Trust Company, I work with ultra high-net-worth individuals and families who want to have control over their finances, but don\'t want the day-to-day tasks of managing their assets. I use my 30 years of premier service driven roles to create intimate, trusting relationships with our clients that bring them peace of mind. Specialties: Complex High-Net-Worth Personal Accounting, Financial Reporting and Analysis Financial Advocacy Bill Pay Services and Daily Money Management Budgeting and Forecasting Trust Management Probates and Estates Personal Assistant Services
Experience
Director of Family Office Services
Jan 2019 — Present
WE Trust Company is a firm of professional fiduciaries with experience in Daily Money Management, Trust Administration, Estate Plan Execution and Executors-for-Hire. I oversee our Family Office Services Team which supports clients whose circumstances make assistance from a trusted source possible. These services include: • Family office administration, record keeping, event and travel planning • Researching and securing resources for home projects, property management • Startup business administrative support In addition to executing Family Office services, I oversee and support Senior Associates and Associates to meet client needs and company goals.
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