MC
Marilyn Carr
Accounting Associate Ii at Trove Fs,
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Work Experience
Accounting Associate Ii
Jan 2024 - Present · 11 months
Sep 2022 - Dec 2023 · 1 years and 3 months
Accounting Associate I
Jul 2023 - Dec 2023 · 5 months
Fos Accounts Payable Specialist
Sep 2022 - Jul 2023 · 10 months
Company Details
51-200 Employees
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.
Year Founded
2001
Social Media
Linkedin
Industry
Financial Services
HQ Location
2777 Summer Street Suite 401 Stamford, CT 06905, US
Keywords
Personal Accounting and Net Worth ReportingInvestment and Balance Sheet AdministratioBill Paying and Expense ReportingTrust and Estate AdministratioBudgeting and Cash Flow PlanningLifestyle ManagementTax Planning and CoordinatioOutsourced CFO ServicesTax Strategy & ConsultancyTax Preparatio
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