Trusted Advisor Association

Home
United States
Los Angeles, CA
Trusted Advisor Association

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

02/07/2025

Join us as we eagerly return to LA for an unforgettable ‘Wine Down’ evening. Get ready to connect with the best and brightest from the music and entertainment industries.

02/07/2025

📣NEW CHAPTER LAUNCH📣

Join us as we launch our Manchester chapter with an evening happy hour to kick off this exciting new journey. Connect with fellow professionals and soak in the vibrant energy of the city. We can’t wait to see you there!

RSVP is linked in our bio. See you there UK members!

02/06/2025

We present, a private tour of The Royal Albert Hall. RSVP link in our bio. See you there, London members!

01/15/2025

📣 NEW CHAPTER LAUNCH 📣

Join us as we launch our Seattle chapter with an evening happy hour to kick off this exciting new journey. Connect with fellow professionals and soak in the vibrant energy of the city. We can’t wait to see you there!

A special thank you to Jessica Toon (Recording Academy/GRAMMYs), Steven Palin (KLBM), Matthew Van Beek & Christopher Jay (Merrill Lynch Wealth Management).

RSVP linked in bio, see you there, Seattle!

01/15/2025

Join us for a delightful breakfast in Mayfair, exploring immigration strategies and solutions tailored for touring artists and entertainment clients navigating global stages, with the team from Samartin and Friends.

This breakfast is open to all female Trusted Advisor members.

RSVP linked in bio. See you there, London ladies!

01/15/2025

Join Trusted Women in New York for a private lunch with Alicia Kacinski (Trusthouse), where we’ll explore personalized strategies and nuanced approaches to concierge medical care and in-house wellness services.

Our event aims to bring together female leaders who are smart, innovative, and powerful, and create an intimate setting for networking and knowledge sharing.

RSVP linked in bio. See you there, New York ladies!

01/14/2025

Slide onto the ice and join us for a thrilling Nashville Curling Night! Whether you’re a seasoned pro or new to the sport, this is your chance to sweep up some fun and connect with fellow members.

We’re excited to bring together entertainment industry professionals such as business managers, Trusted Advisor members, and new friends based in Nashville.

Networking: 6-7 pm
Curling: 7-8 pm

We look forward to seeing you there, Nashville members! RSVP linked in bio.

01/14/2025

Join EPGD Business Law, Starving Artists, Catch Point Rights, and Trusted Advisor for an exclusive evening of networking and conversation centered around the Music Business. Enjoy drinks and stunning city views on the rooftop terrace in Miami.

RSVP linked in bio, see you there Miami members!

01/14/2025

Dear London members, we present to you, an exclusive evening in Mayfair.

RSVP linked in bio. See you there!

12/21/2024

Join us and BNY Mellon for an exclusive breakfast featuring a discussion on the intricate strategies and unique challenges of legacy planning, estate management, and wealth preservation for high-profile individuals. The discussion will be led by Adele Florendo and Boryana Zamanoff from BNY
Wealth.

Our event aims to bring together female leaders who are smart, innovative, and powerful, and create an intimate setting for networking and knowledge sharing.

RSVP link in bio. See you there LA ladies!

12/18/2024

Join us for an unforgettable evening of Padel! We invite you to connect with top sports, entertainment, and music advisors while enjoying a game of padel or simply relaxing with drinks and bites.

Whether you’re a seasoned player or new to the game, we will have three state-of-the-art courts available to showcase your skills or learn the ropes. And if you prefer to mingle, we will have drinks, bites, and the perfect atmosphere to network and unwind.

RSVP link in bio. See you there, London members!

11/23/2024

🎄Cheers to the season!🎄

Join us for the Trusted Los Angeles holiday party-it’s time to sip, connect, and celebrate in style!

This exclusive event brings together the best and brightest minds from the music and entertainment industries for an evening of networking, festive cheer, and unforgettable memories.

RSVP link in bio. We can’t wait to see you there, Los Angeles members!🎅🏻

11/23/2024

Join us, along with, Lacie Riseborough and Anna Yonish from the Private Client team at Charities Aid Foundation (CAF) for an exclusive breakfast & discussion.

This breakfast is open to all female Trusted Advisor members, and will be hosted at Albright (a private members club for professional women).

RSVP link in bio. See you there, London ladies!

11/23/2024

✨The holiday season is upon us✨

Join us in celebrating the end of our first year in London with an unforgettable holiday party!

We’ll be toasting to the season with views over Regent Street’s sparkling Christmas light display in Soho.

See you there, London members!🎄🎄🎄

11/23/2024

Hello, New York! Trusted Advisor, Alice Martin and Mark Summers (Charles Russell Speechlys), present an exclusive afternoon event in NYC, hosted by Tu Reichmann (First Horizon Bank).

The UK Government announced huge changes to the UK tax system on 30 October for international clients who are living in the UK or working there.
Alice Martin and Mark Summers are UK qualified lawyers who act for international creative clients. They will explain:
* The changes to taxation for international clients who are living in (or moving to) the UK
* What actions clients already living in the UK might want to take before April 2025
* Alternative jurisdictions that creative clients leaving the UK might consider
* How these issues tie in with typical US planning
Join us for light bites, engaging conversations, and a fireside chat on UK tax changes that will impact creative clients.

RSVP link in bio. We’ll see you there, New York members!

11/21/2024

Nashville members, we are thrilled to invite you to “The Intersection” - where music, entertainment, hospitality, sports, film, fashion, real estate, and cannabis intersect!

Please join Trusted Advisor and Big Plan Holdings for a wonderful afternoon full of excellent networking, delicious bites, delectable cocktails, and an inside look into the company’s industry outlook and exciting upcoming projects.

“The Intersection” will take place at BPH Hospitality’s newest and most premier venue in the heart of Music City, JBJ’s Nashville.

Agenda:
12:00 - 1:00 pm: Opening Networking and Lunch
1:00 - 2:00 pm: Big Plan Holdings’ Discussion
2:00 - 2:30 pm: Closing Networking
Please RSVP no later than Monday, December 2nd, 2024.

This invite is STRICTLY NON-TRANSFERABLE, and anyone who arrives and is not registered will be kindly turned away at the door. RSVP link in bio - please look out for your approval to be admitted to attend this event.

See you soon, Nashville members!

11/15/2024

Zurich is a wrap! Thank you to all members who attended our Switzerland launch happy hour event yesterday evening.

We met an amazing group of Swiss advisors over the last few days - many that specifically focus on cross border clients with the UK, US and beyond.

Back to the drawing board and will announce new events shortly.

11/15/2024

Sports X London Summit PT.2

Sports X London is a wrap! A big thank you to everyone who attended, our speakers and partners, the Trusted Advisor team, and the folks who traveled from the US, Switzerland, France and elsewhere.

Until next time, London!

Address

Los Angeles, CA
90067

Website

http://trustedadvisor.la/

Alerts

Be the first to know and let us send you an email when Trusted Advisor Association posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Trusted Advisor Association:

Videos

Since we launched the Trusted Advisor membership 2 years ago, we’ve been dead set on creating the highest quality resources for the group. Today we are taking an exciting new step forward – to bridge between our in person events and the virtual world. Today we are excited to launch our solid metal Trusted Advisor Membership Card. The cards are physical counterparts to unique blockchain-powered wallets for each Trusted Advisor member, accessed by tapping the card to a phone, or scanning the QR code. There is no need to own any cryptocurrency – in fact there is no financial aspect to the wallets or the cards at all. The card is bigger than that – it serves as a blockchain record of participation, and communication between group members. The card grants access to all Trusted Advisor events, and also serves as a blockchain business card … you can seamlessly pass along your contact info with a simple tap to a phone. Not a member yet? Follow the link in our bio. . . . . . #trustedadvisor #entertainment #business #losangeles #businessmanagement #musicbusiness #hollywood #insidersources #entertainmentindustry #showbiz #futureofbusinessmanagement #industrynews #downtownla #dtla #uhnw #highnetworth #accounting #artistmanagement

Just dropped our new weekly newsletter recapping the news and what we did at @trustedadvisorassoc . Link in our Stories to subscribe. Let us know what you think! . . . . . #trustedadvisor #entertainment #business #losangeles #businessmanagement #musicbusiness #hollywood #insidersources #entertainmentindustry #showbiz #futureofbusinessmanagement #industrynews #downtownla #dtla #uhnw #highnetworth #accounting #artistmanagement

With an ongoing pandemic, looming financial crisis, market uncertainty and tectonic technological shifts, it is hard to come up with a period when it has been of greater importance to share opinions, ideas and conclusions regarding the role of business managers.⁠⠀ .⁠⠀⁠⠀⁠⠀ .⁠⠀⁠⠀⁠⠀ .⁠⠀⁠⠀⁠⠀ .⁠⠀⁠⠀⁠⠀ .⁠⠀⁠⠀⁠⠀ .⁠⠀⁠⠀⁠⠀ #businessmanagement #businessmanager #entertainmentindustry #losangeles #trustedadvisor #entrepreneur #hnw #uhnw #business #laevents #money #musicbusiness #moviebusiness #businessowner #wealthmanagement #wealth #financialadvisor #finance

What once used to be a much more simple job description for business managers of providing clients with predominantly financial information, has in recent years turned into a 24/7 activity that encompasses a wide and diverse range of services. The invite-only 1-day virtual conference will provide industry insight and unequivocally useful advice on navigating the complex field of business management in a world changed by the pandemic.⁠⠀ .⁠⠀ .⁠⠀ .⁠⠀ .⁠⠀ .⁠⠀ .⁠⠀ #businessmanagement #businessmanager #entertainmentindustry #losangeles #trustedadvisor #entrepreneur #hnw #uhnw #business #laevents #money #musicbusiness

Trusted Advisor Association

02/07/2025

02/07/2025

02/06/2025

01/15/2025

01/15/2025

01/15/2025

01/14/2025

01/14/2025

01/14/2025

12/21/2024

12/18/2024

11/23/2024

11/23/2024

11/23/2024

11/23/2024

11/21/2024

11/15/2024

11/15/2024

Address

Website

Alerts

Contact The Business

Videos

Shortcuts

Share

Category