The Independent Trustee Alliance is a professional association formed by trustees, fiduciaries and other family consultants who work independently or for family offices. The objective of the ITA is to raise awareness of the profession of “Independent Trustee” through Marketing, Continuing Education, Workshops and Conferences.
THE must attend event to learn what it means to be an independent trustee and how the profession supports your practice! WHO SHOULD ATTEND? Trustees Learn new tips, techniques and interact with other professionals in your field. Attorneys, Wealth Managers, Family Advisors, CPAs, Insurance Professionals Learn more about this rising profession and how it can…
Questions to ask the Attorney and CPA – Webinar Presented by Dave Folz
Lindsay Pope of Trustee Support Ltd shares a practical perspective and explains 7 key areas of trustee focus to improve performance and reduce potential risk.
