06/09/2026
Three exceptional days of advanced learning and collaboration in Chicago.
Anne Ashton of the Owen Legacy Group recently had the privilege of participating in the Davidson Trust Academy, an intensive program designed for a select group of advisors committed to delivering sophisticated planning and exceptional client service.
The Academy featured insights from many of Davidson Trust Company's senior trust officers, Advanced Planning specialists, and leadership team, providing attendees with direct access to some of the firm's foremost trust and estate planning experts. Discussions focused on complex trust and wealth transfer strategies, fiduciary services, and advanced planning solutions that help clients preserve and steward wealth across generations.
Equally valuable was the opportunity to collaborate with a highly engaged group of fellow advisors who share a commitment to continuous learning and excellence in serving clients and their families.
Experiences like these highlight the depth of expertise available through Davidson Trust Company and reinforce a culture that continues to invest in education, collaboration, and exceptional client outcomes.