Bill Aydelotte developed the concept of fee-based
financial accounting
Bill Aydelotte and Jim Conway formed Ayco Planning Services, Inc., offering corporate-sponsored financial counseling to executives
Formed Family Office and the
Wealth Strategies Group
(Insurance)
Acquired by The American
Express Company
Formed Tax Policy & Research
Held the first Ayco InnerCircle™ conference
Formed SurvivorSupport®
Formed Private Wealth Management
Bought out by senior management, resulting in The Ayco Company, LP
Formed Ayco Charitable Foundation
Formed Ayco Trust Advisory Service
Launched digital platform for all-employee financial counseling
Acquired by The Goldman Sachs Group, Inc.
Launched Ayco Gives, an associate-led charitable giving program
Launched Ayco Diversity Network
Launched evolved digital platform