Trove wins Family Wealth Report Award

Trove was named the winner of the "Private Travel" category at the 2024 Family Wealth Report Awards. Our team is honored to be recognized for our commitment to client service excellence.

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

We’re proudly redefining what it means to be a modern-day family office by simplifying the complexities of your financial life through innovative technology, trust, and transparency.

We’re proudly redefining what it means to be a modern-day family office by simplifying the complexities of your financial life through innovative technology, trust, and transparency.

Family OFFICE

Trove simplifies your complex financial life so you can make the best decisions for your family, personal wealth, and legacy.

Business Services

We provide comprehensive accounting and financial reporting for privately held business and alternative asset managers.

Tax Services

Trove can handle all your tax compliance needs or liaise with your tax advisor team to ensure you are in compliance with tax laws.

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.