As Head of Solutions & Advisory at Trove, Robin leads the firm’s integrated family office services, spanning Tax, Advisory, and Lifestyle Management. With a focus on delivering forward-thinking, comprehensive solutions, Robin guides Trove’s multidisciplinary teams in addressing the complex and evolving needs of ultra-high-net-worth families. Her oversight includes tax strategy and compliance, philanthropic and legacy planning, next-generation education, technology coordination, and lifestyle services—ranging from human resources and property management to risk mitigation and insurance administration.

Robin brings decades of experience across public accounting, wealth management, and single-family offices. Her deep industry knowledge, combined with a nuanced understanding of family dynamics, makes her a trusted advisor to multiple generations. She is known for her high standards, thoughtful leadership, and dedication to providing a seamless, customized, high-touch client experience. Passionate about helping families thrive across generations, Robin is committed to preserving legacy while supporting clients’ evolving goals.

Robin began her career at EY and KPMG, advising private company executives and family offices. She later served as Chief Operating Officer and Controller for a multi-generational single-family office for 14 years, with responsibility for accounting, financial reporting, investment administration, estate planning and transfer, and generational education. Most recently, she was Vice President at Clarendon Trust Company, a five-generation single-family office.

Robin is a Certified Public Accountant and holds a Bachelor of Science in Accounting and Finance from the University of Bridgeport.

In her role as Head of Lifestyle, Elana delivers an exceptional range of concierge services to clients, helping to define the gold standard in lifestyle management within the industry. Her leadership and deep expertise are central to the success of Trove’s award-winning offerings, which support clients across all aspects of their personal and family lives.  

Elana serves as Trove’s in-house insurance expert, guiding clients through complex risk management strategies and overseeing the design and administration of bespoke insurance solutions tailored to the unique needs of ultra-high-net-worth families. Her work ensures that clients’ personal and professional interests are protected with precision and care.  

In addition to insurance, Elana is a trusted advisor in domestic staffing, offering end-to-end support that includes drafting job descriptions, sourcing and interviewing candidates, coordinating onboarding, and managing payroll and employee benefits. Her hands-on approach ensures a seamless and professional experience for both clients and staff. 

Elana also leads the team responsible for the acquisition, management, and disposition of significant assets, including real estate, aircraft, automobiles, and sea vessels. Whether assisting with the purchase of a residence or overseeing the sale of a yacht, she brings discretion, diligence, and deep market knowledge to each engagement.  

Elana holds a Bachelor of Arts degree in Humanities with a minor in Music from Providence College. She earned the Certified Advisor of Personal Insurance (CAPI) designation through the Wharton School’s Aresty Institute and Chubb, as well as the Chartered Private Risk and Insurance Advisor (CPRIA) certification, which focuses on high-net-worth personal risk management. 

Elana is a member of Worthy Circles, the Boston Estate Planning Council, the Private Risk Management Association, and the Executive Leaders Tier of Tomorrow's Women Today. She serves on the board of Cappella Cantorum and was named a “Rising Star” by Family Wealth Report in 2023. 

Joan brings more than 18 years of experience serving single‑family offices and philanthropic organizations to her role as Manager. She is passionate about keeping the “family” central to Family Office work, and—drawing on her certification as a 21/64 Advisor—facilitates generative, values‑aligned conversations across multiple generations.  

Previously, Joan served as foundation director for a multi‑generational funder network of 200+ HNW/UHNW individuals. There, she guided members through retreats, collective grantmaking, and education, while building governance, financial systems, and policies, transforming operations following a transition from a long‑time service provider.  

Before that, she spent 11 years within a single‑family office, working across all entities—including roles as Chief Administrator of the Family Office, Executive Director of the Family Foundation, and General Manager of the family’s operating farm. Across these environments, Joan designed systems, processes, and events that help organizations and individuals flourish, acting as a trusted partner who brings clarity and control to complex lives.