Trove provides comprehensive solutions to manage the financial, administrative, tax, and lifestyle needs of ultra-high-net-worth families and privately held businesses. We are independent, trusted advisors, always acting in the best fiduciary interest of our clients to address the complexities of their financial lives. As an administrative multi-family office, we do not manage investments, offer financial advice, or sell products. Instead, we focus solely on delivering customized, à la carte services tailored to each family's unique needs.
Our integrated suite of family office, business, and tax services is personalized to address the distinct financial requirements of every client. Nimble, entrepreneurial, and collaborative, our dedicated engagement teams immerse themselves in understanding each client’s priorities, goals, and challenges. For many clients, we serve as their personal CFO — coordinating, reporting, integrating, and facilitating various aspects of their lives. By working closely with the family’s advisor team, we fill gaps, provide essential financial checks and balances, and leverage our broad network of resources.
Our company name and associated brand reflect the integration of Maestro Financial Solutions, Martin DeCruze & Company, Cornerstone Family Office, and JDJ Family Office Services.
Trove: Your family office – redefined.
Visit trove.net for more information.