St. Louis, MO, May 5, 2023 — Julia J. (“Julie”) Lilly, JD, Chief Executive Officer of St. Louis Trust & Family Office, was awarded the “Outstanding CEO” designation at the tenth annual Family Wealth Report Awards 2023 program. She was selected for “her aptness in running the business, her heart of service, her love of the company and the care she shows its people.”
In her role as CEO of St. Louis Trust and Family Office, she oversees client service and satisfaction, finance, business development and strategic planning. She also participates as a member of the Management, Risk Management, and Trust Committees. Away from work, she serves on many national and local Boards including: AAA, Inc. and Auto Club Enterprises (both located in Costa Mesa, California), the St. Louis Regional Business Council, the St. Louis Children’s Hospital Foundation, City Academy, the St. Louis Zoo Association and the Edward Mallinckrodt, Jr. Foundation. She is also the past Chairman of the Board of Trustees of Mary Institute Country Day School (MICDS), her alma mater.
St. Louis Trust & Family Office was a finalist in the Multi-Family Office ($5 Billion to $15 Billion AuM/AuA,) category, and President John Jennings was a finalist in the Outstanding Contribution to Wealth Management Thought Leadership category.
The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.