Trove Named Finalist for Three Family Wealth Report Awards

We are delighted to announce Trove has been selected as a finalist in three categories for the Family Wealth Report Awards 2024 program:

  • Multi Family Office ($15 Billion AuM/AuA)
  • Private Travel
  • Property & Household

The annual Family Wealth Report (FWR) Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth management and trusted advisor communities in North America. In 2023, JDJ Family Office Services (now Trove) was named Best Concierge/Specialist Service Firm, and Elana Vasi-Smith, Senior Director, Lifestyle Management, was honored as a Rising Star Under 40.

Winners will be announced at black tie gala and awards ceremony on May 2, 2024, in New York City.

Trove is the recently rebranded administrative family office solutions firm combining Maestro Financial Solutions, JDJ Family Office Services, Cornerstone Family Office, and Martin DeCruze & Co. tax and accounting. The organization employs more than 150 professionals and has offices in Boston, New York, Stamford, CT, Bryn Mawr, PA, and Salt Lake City, UT. Trove works proactively with the family and professional advisor team to provide a complete picture of the client’s financial well-being. As independent trusted advocates and fiduciaries, the firm does not manage assets and is not a corporate trustee.