Association of Trust Organizations

?? Committed to the Success of Our ATO Members! ?? This past week, the?Association of Trust Organizations (ATO) Board of Directors?gathered in Georgia for our annual?Board Retreat—a time dedicated to strategic planning, collaboration, and ensuring that?ATO continues to deliver exceptional value to our members. As stewards of this great organization, we are working hard to advance?education, awareness, and opportunities?for trust and wealth management professionals. A major focus of our retreat was planning for our?Annual Meeting this September in Asheville, NC, where we’ll bring together thought leaders, industry experts, and our incredible ATO members for?insightful discussions, networking, and growth opportunities. We are thrilled about what’s ahead and look forward to welcoming all our member firms to?our biggest event of the year! ??? Save the Date – ATO Annual Meeting, September 15-17 ??? Stay tuned for details! A huge thank you to all?Board Directors?for their dedication and commitment: ?? Bill, Tom, Jennie, Bryant, Stuart, Scott, Phil, Kip, Brooks, Daniel, Brian, Doug, Anne, and Tony. ?? Have questions or ideas??We’re always here to support our members! Drop us a comment or message us—we’d love to hear from you. #ATO #TrustOrganizations #WealthManagement #FinancialServices #AnnualMeeting #Leadership #Networking #Education

You are invited to join our ATO Trust Speaker Series on the "Corporate Transparency Act" featuring Griffin Bridgers, J.D., LL.M. Griffin Bridgers, a tax and estate planning attorney at Hutchins & Associates, will present on the Corporate Transparency Act, a crucial topic for corporate governance and compliance. His expertise will provide valuable insights for businesses and individuals navigating the Act’s implications. Register here: https://lnkd.in/gZVuQakQ

A big thank you to our 2024 Annual Meeting sponsor, Evolving Intelligence! Thank you for partnering with us in Frisco, TX! #AnnualMeeting #ATO #ATOAnnualMeeting

We’re looking forward to seeing you at the Omni Frisco at The Star in Frisco, TX! We have some great things lined up for this year’s Annual Meeting. Be sure to check your email with last-minute information! ? #AnnualMeeting #ATO #ATOAnnualMeeting

A big thank you to our 2024 Annual Meeting sponsor, SS&C Innovest! Thank you for partnering with us in Frisco, TX! #AnnualMeeting #ATO #ATOAnnualMeeting

A big thank you to our 2024 Annual Meeting sponsor, Intrustment Northwest! Thank you for partnering with us in Frisco, TX! #AnnualMeeting #ATO #ATOAnnualMeeting

A big thank you to our 2024 Annual Meeting sponsor, Mainstreet Advisors! Thank you for partnering with us in Frisco, TX! #AnnualMeeting #ATO #ATOAnnualMeeting

A big thank you to our 2024 Annual Meeting sponsor, Ameritas! Thank you for partnering with us in Frisco, TX! #AnnualMeeting #ATO #ATOAnnualMeeting

A big thank you to our 2024 Annual Meeting sponsor, The Trust Company of KS! Thank you for partnering with us in Frisco, TX! #AnnualMeeting #ATO #ATOAnnualMeeting

Our Annual Meeting in Frisco, TX is just around the corner. Don't forget to register! More information and registration at https://lnkd.in/g3HCrDfp