For Advisors

WORKING WITH TROVE AS A FAMILY ADVISOR

Single family offices, attorneys, asset managers, tax accountants, and investment advisors rely on Trove to deliver professional and reliable and outsourced administrative family office services to their clients.

We deliver peace of mind to both you and your clients through our sophisticated, customized, dependable, secure wealth administration solutions tailored to meet your clients’ financial administration needs.

Working proactively with the family and advisor team, Trove delivers a full, 360-degree view of the client’s finances so that the family and their advisor team can make informed decisions. Our management of your clients’ financial life allows you to focus on what you do best, expand your service offering, and strengthen your client relationships.

We are independent, trusted advisors, always acting in the best fiduciary interest of our clients. Trove doesn’t manage money, provide investment advice, or sell any products. Our sole focus is working with families and advisors to provide customized, à la carte, services.