Expert Training

To research trends and develop our course content, we tap into a diverse but carefully assembled group of experienced trust professionals, attorneys, accountants, tax planners, and other specialists.

As a result, we can provide up-to-date information from the front lines of wealth management and legal practice. You’ll gain practical recommendations that you can apply immediately to your everyday work and customer interactions.

Strategic relationships

Our over 160+ years of collective experience in business, we’ve established many rewarding associations with wealth management firms and education institutions like these:

Relationships and Resources