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Exclusive, one-on-one networking opportunities! Mingle with key leaders and decision-makers specializing in beneficiaries trusts, special needs trusts, family offices along with others.


We help our members grow professionally through events and outreach. Our goal is to help you grow your business.


We provide legislative advocacy for the wealth management industry.

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the organization

Join ATO Today
Photo by krakenimages on Unsplash


We support owners, operators and leaders in the trust industry to connect with other members and grow their business. Be a part of this premier membership.

Photo by krakenimages on Unsplash


Connection with other trust wealth management professionals is essential. We provide many opportunities for networking and education throughout the year.

We are here to help

Learn how ATO can
benefit your company

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What people say about us

Kyle McDonald - CEO, Argent Financial Group

Since first joining ATO in 1991, I know first-hand the value that ATO has delivered to Argent and me over the last 30 years. While the content provided through conferences, now webinars and other interactions, has helped shape our company, the most valuable aspect of ATO are the many relationships developed among industry participants and peers. Those relationships, both long-term and newer, are enriching and meaningful professionally and personally.

Kyle McDonaldCEO, Argent Financial Group

Mike Dinges - President & CEO , Infovisa

The members of ATO are entrepreneurial and are passionate about what they do for their customers. Through the annual conference and online meetings, we have benefitted by participating in discussions about solving problems faced when running a business. The focus on executive level problems, planning and strategy makes this organization truly unique in the wealth management space.

Mike DingesPresident & CEO , Infovisa

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