Trusted Advisor Association

Trusted Advisor Association Trusted Advisor Association is a dedicated resource for advisors of high net worth clients. Catered t

Thank you to all the lovely London ladies for joining us today for our Trusted Women Summer Picnic at Green Park ☀️🧺🍃🌻🍰
07/10/2025

Thank you to all the lovely London ladies for joining us today for our Trusted Women Summer Picnic at Green Park ☀️🧺🍃🌻🍰

☀️LA Summer Party!☀️ Join us for one of the most anticipated evenings of the year—Trusted Advisor’s Summer Party in LA, ...
07/08/2025

☀️LA Summer Party!☀️

Join us for one of the most anticipated evenings of the year—Trusted Advisor’s Summer Party in LA, bringing together top minds and trusted voices from across music, sports, and entertainment.

This is an invite-only event, and invitations are non-transferable.

A special thank you to our Partners for the Summer Party: Legacy Concierge

RSVP link is in our bio. We look forward to celebrating with you beachside in the city of angels!🪽🏝️🥂🌝

Join Trusted Women for an afternoon of socialising over strawberries and cream in the park🧺🍰🍓🍃We’ll be toasting to a Tru...
07/08/2025

Join Trusted Women for an afternoon of socialising over strawberries and cream in the park🧺🍰🍓🍃

We’ll be toasting to a Trusted Summer with our star advisors in music, sports, and entertainment.

Hats, picnic blankets and deck chairs encouraged!

🔗RSVP link is in our bio. See you there London ladies!

Los Angeles!🪽 We’re excited to host The Creator Summit on July 9th in Santa Monica—a one-day event designed for advisors...
07/07/2025

Los Angeles!🪽

We’re excited to host The Creator Summit on July 9th in Santa Monica—a one-day event designed for advisors working with creators, influencers, and streamers.

STAY TUNED FOR THE AGENDA.

This event is proudly sponsored by: Sound Royalties, Saul Ewing, Cast & Crew Live Entertainment, beatBread, Legacy Concierge, Bridgeford Trust Company, and MGO.

Lately in London town… 🌇Thank you to all who attended our summer penthouse party! We’ll be back in the city this Thursda...
07/07/2025

Lately in London town… 🌇

Thank you to all who attended our summer penthouse party!

We’ll be back in the city this Thursday for a Trusted Women event - stay tuned.

Lately in NYC… 🌆 Thank you to all who attended our annual NYC Summer Rooftop Party! We’ll be back in the big apple in a ...
07/07/2025

Lately in NYC… 🌆

Thank you to all who attended our annual NYC Summer Rooftop Party!

We’ll be back in the big apple in a couple of weeks, stay tuned.

🇬🇧MANCHESTER🇬🇧 We’re returning to you for an exclusive event in collaboration with Manchester City Football Club.Trusted...
06/11/2025

🇬🇧MANCHESTER🇬🇧

We’re returning to you for an exclusive event in collaboration with Manchester City Football Club.

Trusted Advisor Manchester will be networking over views of the training grounds on Etihad Campus. The panel discussion will include insights from our expert members in sports, music and entertainment:

- Sarah Anderson, ICONAC
- Mary Viscomi, Voly Entertainment
- Simon Gardiner, Weatherbys Bank

From Premier League players to international touring artists, managing high-profile talent means navigating life in motion. This panel breaks down what it takes to support elite clients across borders: coordinating tax and banking across jurisdictions, building lasting trust and staying grounded through constant travel and pressure. Our speakers will share their strategies and personal insights from behind the scenes.

RSVP 🔗 in our bio. See you there, members!

Packed week in London Town for the World Congress Summit! 🇬🇧 Thank you to all who have been attending. RSVP 🔗 in our bi...
06/11/2025

Packed week in London Town for the World Congress Summit! 🇬🇧

Thank you to all who have been attending. RSVP 🔗 in our bio.

Thank you to everyone who joined us for An Evening in Orange County! Cohosted with Bridgeford Trust Company, and STEP Or...
05/08/2025

Thank you to everyone who joined us for An Evening in Orange County! Cohosted with Bridgeford Trust Company, and STEP Orange County. It was a fantastic night of connection and insight across the estate planning, entertainment, and advisory industries.

Special thanks to our panelists – our Matthew Hoffman, David Warren, Craig Redler, JD, TEP, Anna Fedosova, MBA, CTFA, TEP, and Cynthia Brittain – for sharing their expertise.

We’re grateful to everyone who joined us and helped make the event such a success. Until next time, California!

Global Stars 🌟 Local Names 🏠 returned this week for our second chapter event at the stunning Dakota Hotels.Our members ...
05/08/2025

Global Stars 🌟 Local Names 🏠

returned this week for our second chapter event at the stunning Dakota Hotels.

Our members Carol Couse (Mills & Reeve) and Alex Heiche (Sound Royalties), alongside Danny Philpott (Creative Artists Agency) discussed local opportunities in and the for athletes, musicians and entertainers. We explored the de-centralisation of sport and music on a global scale, including the role of political and digital influences.

We’re excited to develop the local membership cohort in our new chapter and will be returning to Manchester every 6 weeks for events and more. Please reach out to the Trusted Advisor team for information.

Thanks for coming out yesterday in Manchester, UK members! Until next time. 🇬🇧
05/08/2025

Thanks for coming out yesterday in Manchester, UK members! Until next time. 🇬🇧

The Music X NYC Summit has officially kicked off — year 3 and bigger than ever.150+ of the top advisors in music, all in...
05/07/2025

The Music X NYC Summit has officially kicked off — year 3 and bigger than ever.

150+ of the top advisors in music, all in one room. Let’s go.

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