Trove brings you a team of experts in family office services, business consulting, and tax services. Our rebranding reflects the integration of Maestro Financial Solutions, Martin DeCruze & Company, Cornerstone Family Office, and JDJ Family Office Services.
During this rebrand, our teams have been synchronizing our technology, processes, and culture to deliver best-in-class service, which we are thrilled to now deliver as Trove.
Our outstanding team is committed to protecting our families’ financial well-being by helping them make informed decisions to safeguard their legacy.
At Trove, we’re proudly redefining what it means to be a modern-day family office.
We simplify your complex financial affairs so that you can make the best decisions for your family, personal wealth, and legacy. We combine cutting-edge technology, a process-driven approach, and a commitment to excellence to deliver custom solutions for clients focused on managing your daily financial life so you don’t have to.
We provide comprehensive accounting and financial reporting for privately held businesses and alternative asset managers. We partner with your team to offer a broad range of solutions that support your financial operations. Providing the expertise, data, and insights you need so you can focus more on your business.
Trove can handle all your tax compliance needs or liaise with your tax advisor team to evaluate tax planning opportunities and ensure your family or business is in compliance with tax laws. Our goal is to help you achieve and retain the best tax position for you, your family, and your entities.