Unwavering dedication, powerful financial expertise, and transparency make Trove a trusted partner.
Our
History
In 2020, our founders at Maestro had a vision to make the complex simple. They wanted to design a modern-day family office that focused on helping our clients make the best decisions possible for their vast financial lives with a personalized and innovative approach for high-net-worth families. Since then, our unwavering dedication to our clients led us to acquire two multi-family office companies, Cornerstone Family Office (founded in 2013), and JDJ Family Office Services (founded in 2001), along with accounting firm Martin DeCruze (founded in 2001). The teams at each of these firms bring a depth of knowledge and expertise spanning multiple decades. In late 2023 we rebranded as Trove.
Now as one firm with a new name and the same award-winning services and outstanding team, we offer powerful financial knowledge and insights alongside trust and transparency to support our families, their entities, and numerous organizations.
Our
Team
The Trove team is committed to providing customized solutions tailored for your family’s needs at every stage in your life. Meet the industry leaders who deliver thoughtful and outcome-driven solutions that benefit your family.
Our
Awards
As an award-winning family office, recognized as “The Best Multi-Family Office” and “Best Lifestyle Management Firm,” we’re proud to be a powerful resource and partner for clients and their unique financial lives. But our greatest reward will always be making our clients feel confident in every decision they make.
MISSION
We transform complexity into clarity, concern into comfort, and confusion into control. We do this by delivering objective, smart, uncompromising support to families with sophisticated financial needs. We sweat the details and always keep an eye on the big picture.
VISION
Our vision is to redefine the family office by transforming the rules on service, scale, and culture. We’ll lean into the unique needs of families, tailoring a suite of services as only someone with our expertise can. We’ll amplify the strength of our collective resources to harness the power of all for the benefit of our families. We hire for heart, smarts, and character, so our team is as emotionally invested as the families we serve.
VALUES
Uncompromising
We answer only to the families we serve. Which means we come to the table with objective, unbiased answers, and complete candor. We work hard every day to earn their trust, and discretion is non-negotiable.
Meticulous
We’re sticklers for details, and obsessively organized. We leave no stone left unturned to come up with solutions for the challenges our families face.
Authentic
We believe humanity is our superpower, and strong relationships create value. We build bonds with families and co-workers that make our work enjoyable and rewarding.
Thoughtful
We’re attuned to the needs of families and co-workers alike. We’re present and also considering the future impacts of today’s decisions. We’re always thinking of what we could be doing to improve the experience. We don’t sit back and wait; we anticipate and act.
Join Our Team
If you are a motivated individual, a problem-solver, believe in delivering service at the highest level, and strive for excellence in everything you do, you have a place here. See what a career at Trove can offer you.