Services
Our integrated suite of services is personalized for every family. We adapt solutions to support all of our client’s unique financial needs. As the independent link between your family and your existing advisors, we facilitate the flow of information. We ensure that you, along with your advisor team, have the most current and accurate data possible to best serve your family.
Every solution we provide is customized and built for your life right from the start.
Family Office
Trove is a modern-day family office serving a select group of highly successful individuals and families of exceptional wealth. We provide a comprehensive financial administration solution designed to help families manage their diverse wealth and simplify their complex lives. Our fee-only service provides families and their advisor team with the tools and reports they need to understand their full financial picture and make informed decisions.
Business services
We provide comprehensive accounting and financial reporting for privately held businesses and alternative asset managers. We offer a broad range of services to keep your business’s financial operations in line while working directly with your team to provide accurate and impactful information when you need it.
Tax Services
We can handle all your tax compliance needs or partner with your tax advisors and team. The choice is yours. Either way, we take a proactive and strategic approach to give you insight into tax planning opportunities, minimization, and wealth transfer strategies to put you a step ahead.
Our
Expertise
As a trusted partner, Trove delivers impactful financial solutions for UHNW families. Our vast expertise in the field provides clients with the specific resources needed to simplify their unique and complex lives.
Through cutting-edge technology, a process-driven approach, and a commitment to excellence, we deliver innovative, meticulous, and transparent solutions to meet a wide range of families’ financial and lifestyle management needs.
Get confident about tomorrow, right now.
Discover what we can do for you and your financial life.