What's working in your fiduciary practice?
Let's compare notes.
ProTrustee is heading to Texas and California this May to connect with the professional fiduciary community. Whether you're attending the ITA 10th Anniversary Annual Conference in Dallas (May 13–15) or the PFAC 31st Annual Educational Conference in Sacramento (May 27–30), let's compare notes on scaling operations, managing compliance risk, and navigating the day-to-day challenges of trust administration.
Book 20 minutes with Brandon, Founder and CEO of ProTrustee, to talk through what's working in your practice, what's not, and where the industry is heading.
Two cities. Two conferences.
One conversation.
Meet Brandon Whittington
Brandon spent a decade as a trust officer at U.S. Trust and Truist Wealth, administering trusts and living the operational challenges that professional fiduciaries face every day. He holds the ATFA, CFP®, and CAIA designations and earned a master's degree in Trust & Wealth Management from Campbell University.
M.S. Trust & Wealth Management — Campbell University
"I founded ProTrustee to build the trust administration and accounting platform I wished I had as a practitioner — purpose-built for professional trustees, not retrofitted from bank trust department software or generic tools."
Built for professional trustees.
Resources Brandon has curated specifically for fiduciary professionals navigating complex administrative and compliance landscapes.
Purpose-Built Software for Professional Trustees
See how a platform designed by a former trust officer addresses your day-to-day realities of running a fiduciary practice.
Explore the PlatformScaling Client Service Without Compromise
How Pinion Delaware Individual Trustee Services streamlined trust administration with ProTrustee.
Read the Case StudyThe Risk-Smart Trustee Playbook
Essential reading for trustees looking to turn fiduciary obligations into a competitive advantage.
Read the PlaybookLet's connect in Dallas or Sacramento.
Whether you want to compare notes on fiduciary risk management, talk through the operational challenges of scaling your practice, or just meet a fellow practitioner who has been in the same shoes — Brandon would welcome the conversation.