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We make the complex simple.

Providing family enterprises and families of wealth the clarity and understanding to achieve progress, harmony and success.

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Connect with one of our family enterprise consulting experts today

and see how we can help. 

What We Do

Trella offers a private and confidential environment of interdisciplinary professional advisors. We help families of wealth and family enterprises overcome difficult and sensitive issues and take advantage of future opportunities so you continue to grow and evolve.

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Who We Serve

Happy Cafe Workers

Enterprising Families

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Single & Multi-Family Offices

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Professional Service Firms

The Trella Team

Our team-based approach works for your business, your family, and your wealth. With a comprehensive view of the systems that shape your capacities for growth and regeneration, we work alongside you to fuel your strength and resilience.

Casey Johnson

“Trella has been a fantastic partner to us. They know the issues that face business owners when it comes to succession planning. We are looking forward to working together to further our value proposition.”

Enterprising Family with Global Operating Business

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