Who We Serve
Single & Multi-Family Offices
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.
“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