Trusted Advisor Association

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

Thank you for joining us last week in London for an exclusive breakfast and morning of conversations on guiding the worl...
09/30/2025

Thank you for joining us last week in London for an exclusive breakfast and morning of conversations on guiding the world’s biggest stars, bringing together top minds from the music, sports, and entertainment industries.

Until next time, UK members! 🇬🇧

Thank you for joining us alongside our cohosts, Bridgeford Trust Company, for an intimate evening of conversation, cockt...
09/30/2025

Thank you for joining us alongside our cohosts, Bridgeford Trust Company, for an intimate evening of conversation, cocktails and connections in Zurich. We brought together a select group of advisors from music, entertainment, and professional sports to discuss: Money Trends and Challenges for Performers.

David Warren (Bridgeford Trust Company) kicked off the evening with opening remarks, followed by a fireside chat between Hanna Grzeszczyk (Media IP Rights) and Michael Egli (SWISSPERFORM). They explored the challenges collecting societies face in Zurich and beyond, as well as the various considerations for both audio-visual, visual and audio performers.

Hosted during the Zurich Film Festival, this private event offered a unique opportunity to connect with fellow top-tier advisors shaping culture on and off the screen.

Thank you again Trusted Women for attending our 2nd Annual Trusted Women Forum in Los Angeles this month! 🪽We’re looking...
09/30/2025

Thank you again Trusted Women for attending our 2nd Annual Trusted Women Forum in Los Angeles this month! 🪽

We’re looking forward to seeing you next time. Spot yourselves in our recap photos on our grid! 📸

Thank you for attending, Nashville members! Spot yourselves in the photo recap for the evening on our grid. 👀Members joi...
09/30/2025

Thank you for attending, Nashville members! Spot yourselves in the photo recap for the evening on our grid. 👀

Members joined us for an exclusive evening of conversation, cocktails, and connections in Nashville with Trusted Advisor, bringing together top minds from the music, sports, and entertainment industries.

Steve Eggart (Wiles + Taylor) shared valuable insights on planning Nashville Music Week.

A special thank you to our cohosts, Sound Royalties. Until next time, music city! 🌆

To continue our packed September programme, we hosted an exciting collaboration between Trusted Advisor and Bridgeford T...
09/30/2025

To continue our packed September programme, we hosted an exciting collaboration between Trusted Advisor and Bridgeford Trust Company.

We returned to this exclusive venue for an evening of networking with like minded advisors. David Warren (Bridgeford Trust Company) led our discussion, alongside Patrick Harney (Mishcon de Reya LLP) and Geralda Kral (UMA Wealth). They shared valuable insights on how sports, music and entertainment clients can benefit from innovative legal and trust planning internationally.

A special thank you to Bridgeford Trust Company for hosting this event.

Thank you to all who attended our evening happy hour on the 16th in Miami! 🌴Many joined us for a curated evening of conv...
09/30/2025

Thank you to all who attended our evening happy hour on the 16th in Miami! 🌴

Many joined us for a curated evening of conversation, cocktails, and connection as Trusted Advisor returns to Miami in signature style. Set in the iconic Moore Building in the heart of the Design District, this private gathering brings together an exceptional group of industry leaders — the advisors behind today’s most influential names in music, entertainment, and professional sports.

This event marks the official relaunch of our Miami chapter and offers a rare opportunity to reconnect with longtime members and welcome new faces into the Trusted circle. Expect elevated dialogue, meaningful introductions, and an unforgettable setting designed to inspire.

Michelle Gervais (Blank Rome) led our discussion, alongside Travis Henry (Cresset Capital Management).

A special thank you to Anil Melwani for hosting the group at The Moore.

We’d like to give a big shoutout to everyone who attended our Trusted Advisor Nashville Penthouse Party in partnership w...
09/25/2025

We’d like to give a big shoutout to everyone who attended our Trusted Advisor Nashville Penthouse Party in partnership with our friends at Sound Royalties last week!

It was such a fun occasion to just hang and chat the evening away with our growing Nashville contingent, while enjoying the gorgeous Best in the City penthouse view.

From the excellent conversation over drinks & bites, to the wonderful hospitality provided by Sound Royalties, this was truly a unique meet-up.

Special thanks to Alex Heiche, as well as Allison Portlock, Erin Regan Rosuck, Sasha Edmond, and Shelley Poulin for being such terrific hosts!

The evening also served as a perfect opportunity for Music X Nashville Summit Co-Chair, Steven J. Eggart & our Bryan Holland to preview our upcoming Nashville Music Week event series (WED, 11/12 to FRI, 11/14)...

We’re so looking forward to hosting TA members from Nashville and beyond for NMW, and especially the Music X Nashville Summit on THURS, 11/13, our first-ever music summit in Music City! We anticipate a lot of advisors in the TA network from around the US, the UK, and Switzerland will fly in for this trio of events, so it’s going to be a great show!

And there was no better way to cap the night than to catch a few songs at Tootsie’s along with a new colleague. Only in Nashville. All in a night’s work.

Until next time, Music City, keep the beer cold, the hot chicken extra spicy, and the good tunes rolling. We’ll be back in a flash...

Thank you to everyone who joined us for the 2nd Annual Trusted Women Forum last week in Santa Monica! It was an honor to...
09/25/2025

Thank you to everyone who joined us for the 2nd Annual Trusted Women Forum last week in Santa Monica! It was an honor to bring together such an incredible community for this special Trusted Advisor event, celebrating and amplifying the voices of leading female advisors across business, entertainment, and sports.

Thank you to our amazing speakers, our partners, and the Trusted Advisor team for making this day possible. Your insights, collaboration, and support brought the conversations to life and made the Forum such a success.

Thank you to all who attended our Emmy Party this month in Los Angeles! 🥂A special thank you to .group for providing us ...
09/24/2025

Thank you to all who attended our Emmy Party this month in Los Angeles! 🥂

A special thank you to .group for providing us with this spectacular home for the night, and to & Chris Chatham for leading this discussion.

Until next time, city of Angels! 🪽

Atlanta lately… 🏟️⚾️🧢
09/09/2025

Atlanta lately… 🏟️⚾️🧢

London ladies! 🇬🇧Join Trusted Women for an exclusive tour of the Globe Theater, bringing together the top female minds f...
09/09/2025

London ladies! 🇬🇧

Join Trusted Women for an exclusive tour of the Globe Theater, bringing together the top female minds from the music, sports, and entertainment industries.

Meet at the entrance at 10am for this exciting morning inside one of the UK’s iconic theatres. We’ll be starting at 10:15am for a 50 minute guided tour and self-guided time in the exhibition space, followed by teas and coffees.

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

New York 🌆Join us for an exclusive evening of conversation, cocktails, and connections in New York City with Trusted Adv...
09/09/2025

New York 🌆

Join us for an exclusive evening of conversation, cocktails, and connections in New York City with Trusted Advisor, bringing together the top minds from the music, sports, and entertainment industries.

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