Alta Trust Company

Billions in long-term capital are in play. ⚡The question is: Who will capture it? At The Next Summit, industry leaders from JP Morgan, Apollo, Franklin Templeton and Creative Planning will share their experience and ideas.

Join us at "The Next Summit: Retirement & Private Markets". This premier event gathers industry leaders to explore groundbreaking strategies for integrating private markets into retirement plans.

The retirement playbook is being rewritten. Learn how industry leaders are structuring, distributing, and scaling alts that work for plans and fiduciaries alike.

Retirement plans are opening the door to private markets — a once-in-a-generation opportunity. Connect with peers, partners, and innovators at The Next Summit. Don’t miss out.

Business owners don't often know there are advanced estate and tax planning strategies to help protect their wealth. Join our Head of Estate and Tax Planning, T.L. Turnipseed, for a practical look at strategies that can help protect the asset you've worked so hard to build. WHAT YOU’LL LEARN: • How advanced planning can help protect business and personal wealth. • Ways to move future growth outside of your taxable estate while maintaining control. • Strategies for transferring wealth or ownership to children and future generations. • What to consider when much of your net worth is concentrated in your business. • How to address tax exposure, liquidity needs and buy-sell obligations. • Why planning before a future sale or transition can create more options.

Your business may continue growing for years. Your children may eventually take over. A partner may buy you out. A buyer may make an offer. The right planning does not require you to know exactly what happens next. It gives you more control over what happens when it does. Join us for a practical look at advanced strategies designed to help owners protect wealth, plan for the future, and create more options for whatever comes next.