Trove

Families with complex financial lives often find themselves coordinating across multiple advisors, accountants, and administrators with no single party responsible for the full picture. Trove was built to fill that gap, acting as a fee-only, conflict-free financial operations partner for ultra-high-net-worth families. It does not manage investments, sell products, or provide legal counsel. Its scope is the infrastructure work that typically falls between advisors: accounting, bill payment, cash flow management, document organization, consolidated reporting, and entity structure oversight.

The firm grew through a series of acquisitions, combining Cornerstone Family Office (founded 2013), JDJ Family Office Services (founded 2001), and accounting firm Martin DeCruze (founded 2001) before rebranding as Trove in late 2023. That history gives the team depth across multi-generational wealth, estate planning coordination, and operational continuity. The firm has been recognized multiple times at the Family Wealth Report Awards and Private Asset Management Awards, including recognition as Best Multi-Family Office.

For families evaluating whether to build an in-house office or outsource, Trove addresses the core trade-off directly:

• Consolidated reporting across accounts, entities, and asset types including real estate, art, and inter-entity loans
• Bill payment with proprietary invoice tracking and vendor management
• Entity structure modeling with visual ownership and governance frameworks
• Tax coordination working alongside existing advisors rather than replacing them
• Continuity planning with records structured for spouses, executors, and trustees

Trove operates from five US offices and appears to serve a domestic client base. Pricing is not publicly disclosed. Families seeking investment management or legal services must retain separate providers, as Trove deliberately limits its scope to financial administration.