First Name
*
Last Name
*
Phone
*
Email
*
Who is submitting this inquiry? (Select one)
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Family principal
Family office staff
Referring advisor
Attorney
CPA
Other
If you selected 'Other' in the previous question, please explain:
What is prompting you to reach out now? (Select all that apply)
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Liquidity event
Growing complexity
Transition from a current provider
Generational planning
Complex construction project
Other
If you selected 'Other' in the previous question, please explain:
Approximate scale of the financial picture you'd want Trove to support? (Select one)
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<$100M
$100M-$250M
$250M-$500M
$500M-$1B
$1B+
Approximately how many entities and trusts are involved in your financial structure? (Select one)
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<5
5-10
11-20
20-50
50+
Which services are you most interested in? (Select all the apply)
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Financial operations (bill pay and treasury management, consolidated accounting and reporting, tax coordination, etc.)
Lifestyle and concierge
Family governance and education
Tax strategy and compliance
Other
If you selected 'Other' in the previous question, please explain:
How are these responsibilities managed today? (Select one)
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Single-family office
Another MFO
Various advisors
Personal assistant
This is our first time exploring it
Do you have any pain points today?
What's your timeline for making a decision or onboarding? (Select one)
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As soon as possible
Next 3-6 months
Exploratory
Where are you (and key family members) primarily based?
*
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