About Us
The California Trust Real Estate Association (CTREA) is a professional community dedicated to trust, estate, and legacy centered real estate practice — bringing together fiduciaries and real estate consultants, wealth advisors, attorneys, CPAs, and property managers who serve families navigating multi-generational property ownership.
WHAT TO EXPECT
CTREA members understand that real estate is rarely just an asset. It is a cornerstone of family legacy, one that requires strategic planning, next-generation training, sound asset management, and thoughtful family governance to preserve and grow across generations. We advance education, peer collaboration, and professional development so that advisors are better equipped to serve legacy families across California and beyond.
- CTREA provides opportunities for continuing professional education, expert-led discussions, networking, and collaboration.
- The association is designed to facilitate conversations that will become increasingly important as family wealth and real estate holdings transfer between generations.
- CTREA aims to create an ongoing educational resource where members can share knowledge, discuss challenges, and learn from one another.