Trove FS, LLC

What is Trove?

Trove FS, LLC is an independent, fee-only multi-family office headquartered in Stamford, Connecticut. It serves ultra-high-net-worth families and privately held businesses with financial administration, reporting, tax services, and advisor coordination, without managing investments or selling products.

Is Trove publicly traded?

No. Trove is a privately held LLC with no stock listing. It operates as an independent professional services firm serving a limited client base.

When was Trove founded?

The Trove brand launched in late 2023 when the firm rebranded from Maestro. Its operational lineage dates to 2001 through JDJ Family Office Services and Martin DeCruze, which were consolidated along with Cornerstone Family Office into the current firm.

Who owns Trove?

Trove is privately owned with no bank, asset manager, or product provider as a parent. Its independent ownership is central to its fee-only positioning, since no affiliated party profits from financial products sold to clients.

What is Trove's market position?

Trove is a significant independent multi-family office operating at the upper end of the US market. Its 2026 recognition in the over-$25 billion and over-$30 billion AUM/AUA categories at industry awards places it among the larger firms in its segment.

Does Trove manage investments?

No. Trove explicitly does not manage investments, sell products, or provide legal counsel. It handles the administrative, reporting, tax, and coordination functions of a family office, working alongside a family's existing investment and legal advisors.

Trove's current form is the product of consolidation among established family office firms. Its deepest lineage is JDJ Family Office Services, founded in 2001, and the Martin DeCruze accounting firm, also founded in 2001, both of which served wealthy families for more than two decades before joining the combined entity.

The direct corporate predecessor was Maestro, founded in 2020 by principals who wanted to build a modern family office for high-net-worth families. Maestro's thesis was to combine the infrastructure and expertise of a single family office into a firm serving multiple families, removing the need for each family to hire and manage a dedicated staff.

Through the early 2020s Maestro grew by acquisition, absorbing JDJ Family Office Services, Cornerstone Family Office, founded in 2013, and Martin DeCruze. Each deal brought an established team, decades of accumulated client relationships, and deep operational knowledge into the combined firm.

In late 2023 the consolidated operation rebranded as Trove, unifying the acquired firms under a single name and market identity. The rebrand positioned the company as a modern alternative to both the private single family office and to advisor-affiliated multi-family offices that earn revenue from product sales.

Under CEO Amjed Saffarini, the firm has grown to roughly 200 employees across offices in Stamford, Salt Lake City, Boston, Bryn Mawr, and New York. In 2026 it received a High Commendation for Best Multi-Family Office over $25 billion at the Private Asset Management Awards and was shortlisted in the over-$30 billion AUM/AUA category at the Family Wealth Report Awards, placing it among the larger independent firms in the category.

Trove has no documented regulatory actions, lawsuits, or public controversies on record. Its operating history across its predecessor firms is clean in public sources.

The structural issues facing it are sector-wide rather than specific: family offices handle sensitive personal financial data for wealthy clients, making cybersecurity and data privacy the operative risk area, and the firm operates under the general fiduciary and data protection expectations of US financial services. No enforcement actions or data incidents have been publicly reported against Trove.