start your

ATO Membership

Supporting ProfessionalsSupporting Professionals
Across the U.S.

Supporting Professionals

With hundreds of members across the U.S., our dedicated board of directors and staff work hard to connect individuals. We believe trust & wealth industry leaders have a unique set of concerns. 

We provide opportunities for networking, business development, continuing education and information on key wealth industry issues. 

Our members have benefited from ATO's advocacy and networking for 30 years, but we are only as strong as our members. With members in 39 states, from coast to coast, we strive daily to remain a viable and powerful voice for trust & wealth industry professionals.

Join ATO Today

Communication

We are in constant communication with our members to ensure you are in the know at all times.

Education

Supporting our members through events & outreach is essential. We provide avenues to grow your business and the wealth management profession.

Member Portal

Our members have access to exclusive information and documents through their custom logins.

Networking

Exclusive, one-on-one networking opportunities with key leaders and decision-makers throughout the nation! These individuals specialize in beneficiaries, trusts, special needs trusts, family offices and more.

Advocacy

We provide legislative advocacy and timely updates on topics directly affecting the industry.

Pick the perfect

Membership Level

Platinum Council
$2,500\yr

Five memberships

Member-only pricing to ATO events

The Trust Bulletin newsletter subscription

Monthly email update subscription

Participation in the Trust Speaker Series

Electronic membership directory access

Members-only access to the website

Annual legal & regulatory report

Special recognition at the Annual Meeting

Business card ad in The Trust Bulletin, for one year 

ATO Investor
$500\yr

One membership

Member-only pricing to ATO events

The Trust Bulletin newsletter subscription

Monthly email update subscription

Participation in the Trust Speaker Series

Electronic membership directory access

Members-only access to the website

Annual legal & regulatory report

ATO Truts Legend
$250\yr

One membership

Member-only pricing to ATO events

The Trust Bulletin newsletter subscription

Monthly email update subscription

Participation in the Trust Speaker Series

Electronic membership directory access

Members-only access to the website

To be eligible, you must be retired from the trust industry and have previously been a member of ATO/AITCO

supporting

Next Generation of Leaders

Our Next Generation of Leaders program started in 2017 to share trust wealth industry knowledge to help us all succeed! We believe it is important for the next generation to get to know wealth management leaders in a casual setting. We encourage our NextGen to participate in our events and educational opportunities. 

Do you have a NextGen leader in your company who should be a part of ATO? We’d love to have them join and integrate them with other movers and shakers in the trust wealth management industry!

Mark Knackendoffel - CEO, The Trust Company

We found mentors and developed relationships among fellow ATO members who have enthusiastically shared ideas, strategies and even a few warnings regarding ill-advised initiatives. We are also so grateful for ATO's vision and passion for our honorable profession, which is universally shared by the ATO membership. Please join and become another of our ATO colleagues and friends!

Mark KnackendoffelCEO, The Trust Company
Phil Buchanan - Chairman, Cannon Financial Institute

ATO is an association of men and women who are committed to the trust fiduciary industry in the United States. More importantly, it's a group of entrepreneurs, business owners and corporate executives who share with one another their thoughts, their insights, their questions, their concerns at forums including that Annual Meeting as well peer group sessions and other digital interactions. If you're involved in the trust business in the United States you want to be a part of the Association of Trust Organizations. For me personally the relationships and friendships along with perspectives gained from individuals who've dedicated their entire lives to the industry it's something that I treasure and I value.

Phil BuchananChairman, Cannon Financial Institute
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Come alongside our future