Trove Family Office

Overview

Trove combines family-office capabilities with outsourced delivery, supporting financial operations, accounting, payables, data and document management, consolidated reporting, treasury, risk, property, legacy, security, concierge, and tax services.²

The firm reports that it is fee-only and independent, working alongside clients’ existing professional advisors. Its stated approach emphasizes process-driven operations, technology, transparency, and coordinated execution.²

History

Trove says its founders at Maestro developed the modern family-office concept in 2020. The firm reports acquiring Cornerstone Family Office, founded in 2013, along with JDJ Family Office Services and Martin DeCruze, each founded in 2001. Trove adopted its current name in late 2023.³

Timeline

1. 2013The firm reports acquiring Cornerstone Family Office, founded in 2013, along with JDJ Family Office Services and Martin DeCruze, each founded in 2001.
2. 2020Trove says its founders at Maestro developed the modern family-office concept in 2020.
3. 2023Trove adopted its current name in late 2023.

Leadership

Amjed Saffarini is Chief Executive Officer, guiding Trove’s growth, client service, family-office services, lifestyle management, business advisory, and tax services.⁴

Kylie C. Ruschioni, CFP®, AEP®, is Partner and Head of Delivery, overseeing Financial Operations, Onboarding, and Relationship Management.⁴

Robin M. Mirianthopoulos, CPA, is Partner and Head of Solutions & Advisory, leading integrated Tax, Advisory, and Lifestyle Management services.⁴

Gregory Re, CPA, MST, is Managing Partner, Tax, overseeing tax advisory and compliance for individuals, estates, trusts, closely held businesses, and international clients.⁴

Services

Trove’s financial administration services cover accounting, payables, treasury, consolidated reporting, data and document management, technology coordination, property management, risk mitigation, insurance administration, and tax planning and compliance.²

The firm also supports philanthropic and legacy planning, next-generation education, security, concierge, and broader lifestyle services.⁴

What the firm offers

• Tax planning
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance

Client Focus

Trove serves ultra-high-net-worth individuals and families, including multigenerational families, estates, trusts, closely held businesses, and related entities.⁴

Approach

Trove describes its model as an independent, fee-only service that works with a client’s existing advisors. Its approach combines structured processes, technology, transparent reporting, and coordination across the family’s professional relationships.²

Recognition

Trove reports receiving the 2023 Family Wealth Report Award for Best Concierge/Specialist Service Firm.³

FAQs

Related resources

• LocationMultifamily offices in Pennsylvania

  The Pennsylvania multifamily office guide helps families compare local providers and understand which services are commonly available in the region. It can help a reader assess whether tax planning, philanthropy support, governance, administration, bill pay, and insurance coordination fit the needs of an ultra-high-net-worth household.

• Network siteCapitalGainsTax.com

  CapitalGainsTax.com offers practical guides on capital gains tax and planning strategies. A family or business owner can use these materials to prepare questions about investment sales, charitable giving, tax timing, and coordination between tax advisers and a family office handling broader financial administration.

• GuideMFO vs SFO vs virtual family office

  The comparison of multifamily offices, single-family offices, and virtual family offices explains how each model differs in staffing, cost, privacy, and service scope. It gives prospective clients a framework for considering which structure can support family governance, education, bill payment, risk management, and tax planning.

• GuideWhen does a family need its own office

  This guide outlines circumstances that may justify creating a dedicated family office, such as complex finances, multiple entities, demanding administration, or shared family responsibilities. It helps readers consider whether outsourced support is sufficient for their household and where services such as education, philanthropy, insurance, and governance may fit.

• Similar firmsSageworth
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  F/B/O Services, Inc., A privately owned multi-family office providing administration, accounting, tax, and financial-planning support to individuals and families.

  Profiles of Sageworth, Callan Family Office, LLC, and F/B/O Services, Inc. provide comparison points for families reviewing administrative, accounting, tax, and financial-planning providers. Looking across these firms can help a reader clarify desired service breadth, client fit, regional preferences, and the level of coordination expected from an outsourced family office.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.