Member Benefits

We are a one-of-a-kind state organization dedicated to serving the unique needs of wealth management, trust and investment services companies and professionals. For more than 80 years, we have provided tailored education, information, advocacy, outreach and professional networking for our members. Today, more than ever, that translates into membership value.

Education

Schools, seminars and conferences designed to help you reach your professional goals.

With our schools, seminars and conferences, we help you and your co-workers develop and refine the professional tools you need to stay informed and stay competitive. A diverse menu of learning opportunities offers professionals at all levels curriculum covering the industry's hottest topics along with the benefit of continuing education credit. All at significant member discounts.

Outreach

Members will reap the benefits of our outreach programs and more favorable positioning for our industry.

Powerful trends in market competition and workforce demographics generated new outreach initiatives by Wealth Management & Trust to promote the use of professional fiduciaries with centers of business influence and to attract and retain a talented workforce. Wealth Management & Trust members will reap the benefits of this outreach and more favorable positioning for our industry.

Information

Keep current with industry trends, regulations, pending legislation and general industry news.

Our regular, online newsletters and bulletins provide you current information about industry trends, regulations, pending legislation and general news related to the wealth management & trust industry. We also offer a menu of professional reference publications addressing policies, procedures, compliance and the latest trust laws at significant member discounts.

Networking

Attending our events offers you valuable networking opportunities with industry peers and decision makers.

Our events offer you and your associates valuable networking opportunities with peers and decision-makers in the wealth management and trust industry. Whether you seek to establish new business relationships or to strengthen existing relationships, our events present opportunities for direct interaction with a targeted industry market. Whether you choose to participate as an attendee, exhibitor or sponsor, you can benefit from our events and highlight your role in our industry community.

Advocacy

Our advocacy efforts ensure your interests are heard and protected.

Because the wealth management and trust industry comes under scrutiny at the state and federal levels, you need a strong and active voice representing your interests. We are that voice. We have a proven track record with the Texas Legislature and a strong relationship with members of Congress. Our advocacy efforts ensure your interests are heard and protected, and that you stay informed throughout the process.