Family Wealth Strategy:
The Trivium Way
We work with people whose achievements have set a new floor—executive leaders and proven entrepreneurs—drawing them into more financial opportunity but also more risk and complexity.
We aren’t advisors - we’re partners. We’re your first call.
A ‘Second Brain’
Our clients expect and deserve a “second brain” who thinks like them and has faced similar challenges.
How we serve you
We use our multidisciplinary experience to integrate your financial decisions into a singular wealth strategy designed for business owners and executives powered by our in-house technical experts.
our services
From the basics of tax filing to the sophistication of multiple business entities, we ensure the mechanics of your finances are efficient, clearly documented, and in service to the strategy we build together.
Building from the foundation of investment management, we align all factors of your wealth planning—including insurance and tax and legacy strategy—into a quarter-by-quarter partnership that keeps you on route to your preferred future.
Every business decision, from operations to cash flow to exit strategy is tied to your personal wealth. We help business owners understand their enterprise as an asset to grow, value, and contribute to their overall wealth goals.
Family Office
For clients of advanced means, the complexity of your financial life is an enterprise, needing the same care that any other business would require. We bring the Trivium Roundtable approach—combining all areas of technical expertise into an arena of strategic debate—to guide and shape your financial future with nuance, detail, and decisive action.
Our Promise to Our Clients
We make all the crossroads count.
We build a strategy that maps to your aspirations and your risks. We roundtable detailed intelligence so you can do what you do best: know your options, trust your instincts, and act.
Trivium Pillars
Drawing on multidisciplinary experience, we build a custom strategy that maps to your aspirations and your risks. We roundtable focused perspective so you can do what you do best: know your options, trust your instincts, and act.
Deep Understanding
Deep Understanding: We call it Three-Factor Knowledge: financial details through tax, big picture strategy through wealth and/or business management, and relational dynamics through family office management.
Roundtable Approach
When at a crossroads, you need to see each path from all angles. We facilitate internal debate from technical experts to surface blindspots and synthesize pros and cons.
Simplified Decision-Making
We digest the complex into key decisions so that you can clearly see the pros and cons of 2-3 options and make efficient decisions
Dedicated Access
Our team approach brings diverse specialists with your overall strategy managed by one central advisor relationship who is your access point at every crossroads.
