Trove

We are a powerful partner for high-net-worth individuals and families with a deep bench of experts dedicated to simplifying the complexities of our clients’ financial lives by being smart, nimble, and savvy.

We are a trusted resource of transparent, unbiased information always focused on helping clients make the best decisions possible. Through data and technology, we work to uncover innovative solutions that address each of our client’s unique financial needs and requirements in impactful ways.

Our History

In 2020, our founders at Maestro had a vision to make the complex simple. They wanted to design a modern-day family office that focused on helping our clients make the best decisions possible for their vast financial lives with a personalized and innovative approach for high-net-worth families. Since then, our unwavering dedication to our clients led us to acquire two multi-family office companies, Cornerstone Family Office (founded in 2013), and JDJ Family Office Services (founded in 2001), along with accounting firm Martin DeCruze (founded in 2001). The teams at each of these firms bring a depth of knowledge and expertise spanning multiple decades. In late 2023 we rebranded as Trove.

Now as one firm with a new name and the same award-winning services and outstanding team, we offer powerful financial knowledge and insights alongside trust and transparency to support our families, their entities, and numerous organizations.

Our Team

Amjed Saffarini, Chief Executive Officer
Kylie C. Ruschioni, CFP®, AEP®, Partner, Family Office
Robin M. Mirianthopoulos, CPA, Partner, Family Office
James M. Kittler, Partner, Family Office
Patty Esslinger, Vice President, Product
Elana Vasi-Smith, CAPI, CPRIA, Senior Director, Family Office (Lifestyle)

Address: 58 West 40th Street, Floor 10, New York, NY 10018 USA

Phone: +1 866 931 3297