Laurent Roux has over 40 years of experience working with families and family offices worldwide. Activities range from strategic wealth management – family legacy and stewardship, family dynamics and organization, family office construction, coordination, trouble-shooting and consulting, to international asset management, asset allocation, portfolio management, manager selection, performance reviews, mutual fund administration and global custody.
He is an Independent Director and Principal of the Willow Street Group and WS Trust Company in Jackson, WY and CEO/Founder of Gallatin Wealth Management. Willow Street is a leading provider of Trust services and Gallatin is a wealth management advisory and consultancy which acts as the trusted advisor/Chief Learning Officer to families, family offices and MFO’s. He was a Director and Managing Director at Pictet & Cie, Private Bankers, Geneva, Switzerland and a number of its international affiliates during his 25 years at his family’s firm. Laurent holds a JD degree from California Western School of Law in San Diego (1980), received a BA from the Univ of Colorado with majors in History and Political Science in 1976, and attended the Graduate Institute of International Studies Masters program in Geneva.
Laurent holds numerous past and present board and advisory board member positions, including the Family Firm Institute, The East West Institute, a global conflict prevention think and do tank, the Family Office Association, the UHNW Institute, The Special Operators Transition Foundation, and The Jackson Hole Center for Global Affairs, Historical Society, Community Counseling Center, and National Museum of Wildlife Art. He is a Chair and member of several high level investment committees. He has spoken at numerous forums in Asia, Australia, Europe and the US, lectures and writes on family wealth advising, family offices, private banking, and Trusts.
The Family Firm Institute (“FFI”) is an organization for family enterprise professionals, including advisers, consultants, educators and researchers who help to perpetuate trans-generational family business enterprise. For its network of professionals, FFI provides opportunities to participate in multidisciplinary educational programs and earn professional designations or certificates. Through interaction with international faculty, thought leaders, and a global network of other specialists, FFI Global Education Network (“FFI GEN”) students are provided the opportunity to develop their skills and improve their understanding and effectiveness when working with, in, or studying family enterprises.
Laurent has earned the following respective designations from FFI GEN:
FFI Fellow designation is issued and authorized by the Family Firm Institute, upon completion of the certificate programs
L Roux and Gallatin Wealth Mgnt support STEP, through speaking engagements, advertising, and his ownership interest in the Willow Street Group, STEP members.
L Roux is a member of the Investment & Wealth Institute