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May 5, 2023

Julie Lilly Wins “Outstanding CEO” Award

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.

St. Louis Trust & Family Office is an independent, multi-family office and trust company that advises clients on more than $10 billion of investment assets and more than $12 billion of total wealth. Founded in 2002, St. Louis Trust & Family Office provides holistic, high-touch client service including customized, independent investment management and a full range of family office and fiduciary services. The firm serves a limited number of clients with substantial wealth in order to maintain very low client-to-employee ratios. Visit stlouistrust.com to explore how the firm manages complexity with unmatched expertise and focuses on Family, Always.

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