Trust Company Family Offices

Overview

Trust Company Family Offices combines trust administration, investment management, and coordinated family office services. The firm describes its service model as emphasizing local decision making and customized service, and reports that its founding families remain owners and clients. The firm also reports that it is a member of Family Office Exchange.¹³

History

The firm traces its origins to 1990, when Duane Stranahan Jr., H. David White Sr., and Maynard Sauder incorporated a national trust bank that later became Trust Company Family Offices.¹

Leadership

Ann M. McCauley serves as President and CEO. Mark W. Evans is Investment Executive and Equity Strategist, and Renee Goubeaux is Investment Executive.⁴

Services

The firm provides investment management built around strategic, long-term plans tailored to each client’s values, priorities, objectives, and circumstances. Its stated investment philosophy emphasizes patience, discipline, risk management, behavioral understanding of markets, liquid securities and funds, diversified portfolios, rebalancing, and tax harvesting.²

Wealth planners work with clients, family members, attorneys, and tax advisers to design and implement integrated wealth and estate plans addressing personal, income, and tax-planning needs.⁵

As a corporate trustee, Trust Company Family Offices may serve as sole trustee, co-trustee, directed trustee, or agent for a trustee. These roles support trust administration and multigenerational wealth planning.⁶

Its Family Office Mindset approach begins with understanding each family’s story, values, dynamics, and goals, then coordinating the family’s tax, legal, and business advisers.³

The firm also offers philanthropic advisory and institutional investment management. Its institutional clients include families, businesses, retirement plans, nonprofit organizations, pension plans, endowments, and foundations.²⁷

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Administration and bill pay
• Risk and insurance
• Retirement planning

Client Focus

Trust Company Family Offices works with families seeking coordinated wealth planning, trustee support, investment management, and family office services. It also serves businesses and a broad range of retirement, nonprofit, pension, endowment, and foundation clients through its institutional practice.²³⁷

Approach

The firm describes itself as independent and trust-only, with local decision making and customized service. Its investment process is designed around each client’s circumstances, while its Family Office Mindset coordinates the professionals involved in a family’s tax, legal, business, and wealth planning needs.¹²³

FAQs

Related resources

• LocationMultifamily offices in Ohio

  This Ohio directory helps families compare firms that serve wealthy households and business owners. It provides regional context for evaluating investment management, financial planning, trust services, tax planning, and family office administration when considering an independent trust focused institution.

• Network siteEstatePlanner.com

  EstatePlanner.com explains wills, trusts, estate taxes, and related planning decisions. These guides can help a family or business owner prepare questions about trustee services, estate planning, tax planning, charitable giving, and how responsibilities may be coordinated across generations.

• Network siteFamilyOffices.com

  FamilyOffices.com offers information and community resources for single family offices and wealthy families. Readers can use it to understand common operating needs, including investment oversight, bill payment, philanthropy, reporting, and coordination with outside advisers while assessing whether family office services fit their situation.

• GuideOutsourced CIO vs multifamily office

  This comparison explains how an outsourced chief investment officer differs from a multifamily office. It can help an investor identify whether the main need is portfolio oversight or a broader relationship involving wealth planning, trustee support, administration, philanthropy, and risk management.

• Similar firmsFairway Wealth Management
  CM Wealth Advisors LLC
  Johnson Investment Counsel

  Profiles for Fairway Wealth Management, CM Wealth Advisors LLC, and Johnson Investment Counsel provide additional points of comparison on this site. Reviewing them may help families and business owners consider differences in service mix, client focus, location, and approaches to investment and wealth planning.

Sources

1. About Trust Company Family Offices
2. Trust Company Family Offices
3. Family Office
4. Our Team
5. Wealth Planning
6. Trustee Services
7. Institutional Investment Management
8. Ohio Division of Financial Institutions document

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.