Updates

Independent Trustee Alliance 2021 Conference

Being a Trustee in an uncertain world 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 profession and how it can help increase your value to your clients. CLE: Pending COST $200 ITA Member $350 Non-Member…Details

ITA October mixer in Dallas, TX

ITA Members and guests gathered in Dallas October 17 to strengthen professional relationships.

Chicago Syndicated Financial Columnist Recognizes ITA

Terry Savage, Chicago based syndicated financial columnist for the Tribune Content Agency, mentions the option of using a member of the Independent Trustee Alliance in response to a question about finding an executor or trustee.

First Annual Conference: May 2019

Professionals from six different States came together May 16-17, 2019 in Dallas, Texas for the First Annual Conference of the Independent Trustee Alliance. Independent Trustees, Family Office executives, Estate Planning Attorneys, Family Consultants, Wealth Managers and Insurance Professionals spent two days engaged in deep discussions about the role and unlimited future of the Independent Trustee.…Details

Trustee Liability Insurance Available

Nomadx Solutions has made available to ITA members a proprietary fiduciary liability policy, as well as premiums, negotiated with its insurance carries.  Learn moreDetails