The Institute of Trustees is a membership-based company dedicated to developing individuals in the legal, accounting, and tax industries into competent and qualified Trustees.
The Institute of Trustees is a membership-based company dedicated to developing individuals in the legal, accounting, and tax industries into competent and qualified Trustees. We offer a comprehensive range of services, including training programs for Trustees, placement of independent Trustees, and ongoing membership support.
Our mission is to empower professionals with the necessary skills and knowledge to excel in the complex world of trust management.
The Institute of Trustees (IOT) is made of trustees, fiduciaries, and family consultants who operate autonomously or within family offices.
Its mission is to promote recognition of the role of "Independent Trustee" through activities such as marketing initiatives, continuing education programs, workshops, and conferences. In fact, we envision a future where advisors can confidently recommend an IOT-certified trustee to their clients.
The Institute of Trustees warmly welcomes membership from individuals currently serving as independent trustees, those aspiring to become one, and professionals in related fields who embrace and endorse this crucial concept.
There are several advantages to selecting an Independent Trustee to serve you in the event of incapacity, resignation or death. Here are three key benefits:
