Trusted Advisor Association

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

Some moments at our recent Miami happy hour 📸
07/28/2025

Some moments at our recent Miami happy hour 📸

Thank you Miami members for joining us! 🌴
07/28/2025

Thank you Miami members for joining us! 🌴

Thank you LA ladies for attending! We can wait to catch up with you all next time. 🪽
07/28/2025

Thank you LA ladies for attending! We can wait to catch up with you all next time. 🪽

Thank you to all New York members who attended!
07/28/2025

Thank you to all New York members who attended!

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.

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