Take your
Family Enterprise to the
At Trella, our mission is to support and guide the growth and harmony of families.
Trella Advisory Group is a global team of experienced advisors that offers interdisciplinary consulting and services for family businesses and families of wealth. We provide in-house expertise in a broad range of areas to work in concert with the guidance provided by the trusted advisors you already retain.
We can help you fully understand and maximize the technical and financial structures you have in place for your family enterprise. At the same time, we can facilitate family dialogue to address present and past issues that may prevent you from moving forward. We’re not afraid to delve into contentious and often complex topics of conversation under a flag of neutrality that may be holding back progress or steering you in an unwanted direction.
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Single and Multi-Family Offices
If you're part of a single or multi-family office and looking to expand the portfolio of services you offer your families, we can help. Our unique and complementary skills make us your ideal advising partner. We've developed essential program partnerships that will enable you to create more value for your clients.
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Professional Service Firms
If you happen to be a professional advisor or you're part of a professional service firm and need to partner with a team of experts who can enhance how you work with enterprising families then we need to talk. We will help you deep in your relationship with your enterprising family clients.
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Enterprising Families
If you're part of a complex, enterprising or multi-generational family, were aware of both the joys and challenges that such responsibility can bear. Rest easy, you've come to the right place we can help you create synergy and alignment across your family business and wealth.