Trove is a modern-day family office that provides sophisticated financial administration for ultra-high-net-worth (UHNW) individuals and families. It offers the capabilities of a single family office without requiring clients to build and maintain one themselves. The firm focuses on addressing the complexities of clients’ financial lives through tailored, scalable support, using data, technology, and transparency to respond to each family’s needs.

Its financial operations services establish an operational foundation and include accounting, payables, data and document management, consolidated reporting, and treasury support. Trove also offers solutions for legacy planning, risk management, property, concierge needs, and security. Its tax services include tax document coordination and compliance support, delivered directly or in collaboration with clients’ existing advisors. The firm describes its approach as nimble, adaptive, and focused on helping families make informed decisions and pursue their goals. Trove states that it does not provide investment advice or sell financial products, allowing its work to center on administration and client needs.