Trove Shortlisted for PRIVATE ASSET MANAGEMENT Awards in Three Categories

We are delighted to announce Trove has been named a finalist for the 2024 Private Asset Management Awards (PAM) in three categories:

  • Best Multi-Family Office (Over $25B)
  • Best Lifestyle Management Firm
  • Best Firm Culture

The PAM awards recognize the top investment professionals, wealth advisors, legal firms, consultants, and other key service providers in the private wealth management industry. In 2023, JDJ Family Office Services, now rebranded as Trove, was recognized as Best Multi-Family Office over $25B and named to the shortlist for Best Lifestyle Management Firm.

Trove is a leading provider of family office, business consulting, and tax services to ultra-high net worth individuals and families. The firm was formed through integration of Maestro Financial Solutions, JDJ Family Office Services, Cornerstone Family Office, and Martin DeCruze & Company. We have assembled an outstanding team of experts who are dedicated to protecting the financial well-being of our clients. Trove has broad geographic reach, with more than 150 professionals providing services nationally from five offices: Stamford, CT, New York, NY, Bryn Mawr, PA, Salt Lake City, UT, and Boston, MA.

Winners will be announced at an awards ceremony in New York on February 8, 2024. The full shortlist can be viewed here.