Trove Named Winner at Private Asset Management Awards 2025

We are proud to have won the Best Firm Culture award and received a High Commendation for Best Multi-Family Office - Client Service!

Trove Wins Best Concierge/Specialist Service Firm

We are delighted to be named best Concierge/ Specialist Service Firm 2025 by Family Wealth Report Awards!

A family office built for today,
so you can feel confident about tomorrow.

Trove delivers sophisticated financial administration solutions for ultra-high-net-worth families. Trove clients benefit from the power of a single family office, without the burden or expense of building one themselves.

Trove delivers sophisticated financial administration solutions for ultra-high-net-worth families. Trove clients benefit from the power of a single family office, without the burden or expense of building one themselves.

Financial Operations

Trove provides the operational foundation families rely on, bringing clarity, consistency, and peace of mind to your financial life, freeing you for other pursuits.

Family Solutions

We provide high-touch support for legacy planning, risk management, and lifestyle needs, helping your family make informed decisions and achieve your goals.

Tax Services

We provide strategic tax support to families, managing compliance directly or working with your advisors to ensure every decision is aligned with your broader financial picture.

Why Trove?
Why Trove?
WE ARE NIMBLE. ADAPTIVE. SAVVY.

We offer a suite of solutions with a focus and scale most other family offices can’t offer. We’re nimble, adaptive, and savvy — using data, technology, and transparency to uncover new ways to address your unique needs.

As your trusted partner, we are dedicated to addressing the complexities of your financial life. We don’t provide investment advice or sell product, so our
focus is you.

Read Our Story
WE SIMPLIFY
THE COMPLEX

A Team Dedicated to You

Our team of experts is laser-focused on your unique financial needs. Meet the people who make Trove a modern-day family office committed to serving yours.

MEET OUR TEAM

Get confident about tomorrow, right now.

Discover what we can do for you and your financial life.