Trusted Advisor Association

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

Join Trusted Women in New York for a private lunch with Alicia Kacinski (Trusthouse), where we’ll explore personalized s...
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!

Slide onto the ice and join us for a thrilling Nashville Curling Night! Whether you’re a seasoned pro or new to the spor...
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.

Join EPGD Business Law, Starving Artists, Catch Point Rights, and Trusted Advisor for an exclusive evening of networking...
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!

Dear London members, we present to you, an exclusive evening in Mayfair.RSVP linked in bio. See you there!
01/14/2025

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

RSVP linked in bio. See you there!

Join us and BNY Mellon for an exclusive breakfast featuring a discussion on the intricate strategies and unique challeng...
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!

Join us for an unforgettable evening of Padel! We invite you to connect with top sports, entertainment, and music adviso...
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!

🎄Cheers to the season!🎄Join us for the Trusted Los Angeles holiday party-it’s time to sip, connect, and celebrate in sty...
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!🎅🏻

Join us, along with, Lacie Riseborough and Anna Yonish from the Private Client team at Charities Aid Foundation (CAF) fo...
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!

✨The holiday season is upon us✨ Join us in celebrating the end of our first year in London with an unforgettable holiday...
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!🎄🎄🎄

Hello, New York! Trusted Advisor, Alice Martin and Mark Summers (Charles Russell Speechlys), present an exclusive aftern...
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!

Nashville members, we are thrilled to invite you to “The Intersection” - where music, entertainment, hospitality, sports...
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!

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

Sports X London Summit PT.2Sports X London is a wrap! A big thank you to everyone who attended, our speakers and partner...
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!

Sports X London Summit PT.1Sports X London is a wrap! A big thank you to everyone who attended, our speakers and partner...
11/15/2024

Sports X London Summit PT.1

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.

🏓 Go! Team! Trusted! 🏓We kicked off Sports X London this week with a win at Rocket Padel Battersea Power Station. Thank ...
11/15/2024

🏓 Go! Team! Trusted! 🏓

We kicked off Sports X London this week with a win at Rocket Padel Battersea Power Station.

Thank you to all members who attended, and to our amazing intructors and the team at Rocket.

We are super excited to host the Sports X London Summit on November 12th. We are bringing together the UK’s leading prof...
11/06/2024

We are super excited to host the Sports X London Summit on November 12th. We are bringing together the UK’s leading professional sports advisors to explore the power behind peak pertormance.

With insightful panels including -
Mind, Body, Game: The Holistic Health of Professional Athletes

Athlete as Entrepreneur: Leveraging Image Rights and NIL for Long-Term Success

Behind the Scenes: Managing Employment, Tax, and Legal Risks for Athletes

Owning the Field: Insights on International Sports Team Investment

In the Ring and Beyond: Navigating Cross-Border Finances for Professional Athletes

RSVP linked in bio, see you there London members!

Join us for an unforgettable evening at the brand new Rocket Padel facility at Battersea Power Station. On the eve of ou...
11/05/2024

Join us for an unforgettable evening at the brand new Rocket Padel facility at Battersea Power Station. On the eve of our inaugural Sports X London Summit, 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 our bio, see you there London members!

Thank you to our London members for attending this evening! We had a fantastic time hosting you for an insightful panel ...
10/16/2024

Thank you to our London members for attending this evening! We had a fantastic time hosting you for an insightful panel discussion on how to keep the private issues of public figures out of the public domain.

Thank you to our fantastic speakers, Carol Couse, Head of Sports Media and Entertainment, Joanna Grandfield, Head of Family Law (London, Mills & Reeve), Dr. Laura Toogood, CEO of Fieldmaster Group, and Jasper de Q. Adams from Team Fusion. And a special thank you to Mills & Reeve for hosting this event with us.

Until next time, London members!

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