Trove Information

Trove is an independent, fee-only multi-family office serving ultra-high-net-worth families and privately held businesses. We act solely in our clients’ best interests—never managing investments or selling products. Our financial operations, family solutions, and tax services simplify complexity and provide clarity. Acting as a personal CFO, we coordinate, report, and facilitate across all aspects of financial life. Working with the family’s advisor team, we fill gaps, ensure checks and balances, and deliver conflict-free solutions so families can focus on what matters most. Trove: Your family office – redefined.