Multi-Family Offices

TrustServe understands the complexities of the ultra-high net worth wealth advisory industry and knows that delivering exceptional services and products is key to the success of multi family offices. TrustServe provides a range of services to multi-family offices to help address these needs. We ensure that each client is properly managed by experienced personnel & overseen by a dedicated TrustServe partner. We deliver our services using the industry’s leading technology, which is accessible by our clients on a real-time basis.

Our services include consulting, accounting, investor on-boarding, capital call & distributions, investor allocations, financial reporting, treasury, audit liaison, and tax preparation. We also provide regulatory support including FATCA, CRS, and Form PF.