2025: The Inertia of Artificial Intelligence
As 2026 approaches, it is time to reflect on this past year and prepare for the new year. There is much to reflect on for 2025, but AI stole much of the show. Artificial Intelligence is still dominating headlines and is quickly reshaping our everyday lives. It is imperative we are all aware of its impacts. The introduction of AI has bolstered some tech companies into uncharted territory and swallowed up others who have missed the boat.
AI has moved decisively from experimentation to everyday infrastructure. Generative AI systems have become more reliable, multimodal, and integral across roles from research and software development to marketing, finance, and customer service. Organizations have shifted focus from flashy demos to measurable productivity gains, using AI as a “copilot” (pun-intended) rather than a standalone novelty.
Financial Services companies must have an AI policy in place in order to conduct business with intention rather than avoidance. Although I noted the break-neck pace at which AI is progressing, I want to assure you that Allen Trust Company is carrying out thoughtful, specific adaptations within our current system as it is critical to delivering trust and investment services consistent with existing expectations.
100% Employee Owned
Allen Trust Company is proud to be 100% employee owned. This ownership allows qualified employees to become shareholders, thus allowing for sharing directly in the company’s growth. The company continues to offer additional shares to employees for an even greater stake in the company’s success, furthering a sense of ownership, responsibility, and collaboration.
Our commitment to growth and excellence has allowed us to expand and refine our services throughout the year.
Investment Management: Our dedicated investment management team has navigated the complexities of the financial landscape to ensure the best outcomes for our clients.
Financial Planning: The financial planning team created personalized and comprehensive plans to help navigate client’s life milestones with confidence.
Tax Preparation: In an ever-changing tax world, our team demonstrated unwavering commitment to maximize tax efficiency.
Trust Administration: This service has remained a comprehensive wealth management approach that requires transparency and careful handling of family dynamics.
Our growth success cannot be achieved without the partnership and trust of our clients. Throughout 2025, we had the great opportunity to work with clients who value our holistic approach to planning. Our team remains committed to simplifying financial lives while ensuring that every goal, both near-term and long-term, is thoughtfully considered. Continued communication and connection are at the heart of what we do. If it’s been a while since we’ve connected, we’d love to hear from you and look forward to catching up in the new year.
We are always dedicated to serving our clients and communities in:
Allen Trust Company Locations
As we eagerly approach the new year, I extend my gratitude to our clients, referral sources, employees, and Board of Directors. Best wishes for the remainder of 2025 and a prosperous new year in 2026.
For extra joy, watch our 2025 holiday video!
Stuart B. Allen, CEO
Allen Trust Company