CISA Trust is proud to announce its sponsorship of the 8th Annual Fall Forum, hosted by the South Dakota Trust Association. This premier event will take place on October 10-11, 2024, in Sioux Falls, South Dakota, bringing together some of the brightest minds in the trust and wealth management industry.
At the forefront of global trust services, CISA Trust is committed to supporting initiatives that foster education, innovation, and networking within the trust and estate planning community. The Fall Forum offers an ideal platform for professionals to exchange ideas and discuss the evolving landscape of wealth management and trust administration.
Meet the CISA Trust Team
As part of our sponsorship, CISA Trust will host a stand at the event, where attendees can meet with our expert team to discuss trust administration, wealth planning, and estate management solutions. Our team includes:
-
- John Ryan – President of CISA Trust, South Dakota
-
- Maria Cecilia – Head of Wealth Planning
-
- Juan Carlos – Senior Wealth Planning Advisor
-
- Camille – CFO, CISA Trust South Dakota
-
- Patrick – Trust Officer Assistant
We invite you to stop by and connect with our experienced professionals. Whether you are looking for insights into foreign trust structures, business succession planning, or estate administration, our team is here to help.
Why Attend the 8th Annual Fall Forum?
The Fall Forum is recognized as a critical event for trust professionals, providing valuable opportunities to stay informed about the latest trends, regulatory updates, and best practices within the industry. By attending, you will:
-
- Gain insights into innovative trust solutions and wealth management strategies.
-
- Hear from industry-leading speakers on cutting-edge topics relevant to trust administration and estate planning.
-
- Network with trust officers, attorneys, and wealth managers who share your professional interests.
- Participate in discussions that will shape the future of the trust industry, including topics such as business succession, compliance, and digital assets.
CISA Trust’s Commitment to the Industry
At CISA Trust, we understand the complexities of managing wealth across multiple jurisdictions, especially when foreign structures are involved. We pride ourselves on providing tailor-made trust and estate solutions that meet the unique needs of our clients. As we continue to grow in South Dakota, a leading trust jurisdiction, we remain committed to advancing the trust industry by staying at the forefront of compliance, innovation, and client service.
Our participation in the Fall Forum reflects our dedication to knowledge-sharing and fostering relationships with other professionals in the field. Whether you are an experienced practitioner or new to the trust industry, the Fall Forum is an excellent venue to enhance your understanding of key topics that impact wealth planning and administration.
Visit CISA Trust at the Forum
We look forward to welcoming you to the CISA Trust stand at the 8th Annual Fall Forum. This is a perfect opportunity to engage with our team and discover how we can assist with your wealth planning and trust administration needs. From navigating complex regulations to developing personalized solutions for your clients, CISA Trust is equipped with the expertise to guide you.
Conclusion
CISA Trust is honored to sponsor the 8th Annual Fall Forum organized by the South Dakota Trust Association. Our presence at this prestigious event underscores our commitment to excellence in trust services and wealth planning. We invite all attendees to visit our booth, meet our dedicated team, and explore how we can partner to achieve your wealth management goals.
