James M. Kittler
Partner, Family Office Services
- Role
- Partner at Trove FS, LLC
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About James M. Kittler
Experienced Partner with a demonstrated history of working in the family office industry. Strong entrepreneurship professional skilled in Management, High Net Worth Individuals, Finance, Accounting, and Insurance.
Experience
Partner
Nov 2022 — Present · Boston, MA, US
Trove delivers comprehensive solutions to manage the financial, administrative, tax, and lifestyle management needs of ultra-high net worth families and privately held businesses. We are independent, trusted advisors, always acting in the best fiduciary interest of our clients to address the complexities of their financial lives. As an administrative multi-family office, we don’t manage money, provide investment advice, or sell any products. Our sole focus is working with families and advisors to provide customized, à la carte, services. Our integrated suite of family office, business, and tax services is personalized to support the unique financial needs of each client. Always nimble, entrepreneurial, and collaborative, our dedicated engagement teams develop a deep understanding of each client’s priorities, goals, and challenges. For many clients, we act as personal CFO for their family – coordinating, reporting, integrating, and facilitating their lives. Working closely with the family’s advisor team, we fill the gaps and provide financial checks and balances and a broad network of resources. Our company name and associated brand reflect the integration of Maestro Financial Solutions, Martin DeCruze & Company, Cornerstone Family Office, and JDJ Family Office Services. Trove: Your family office – redefined. Visit trove.net for more information.
Education
Boston University
Certificate in Financial Planning, Financial Planning
Boston University
Real Estate Studies Program
Skills
- Asset Management
- Private Equity
- Wealth Management
- Financial Reporting
- Management Consulting
- Insurance
- Estate Planning
- Budgeting
- Financial Planning
- Strategic Financial Planning
- Accounting
- Portfolio Management
- Budgets
- Finance
- Investments
- High Net Worth Individuals
- Management
- Due Diligence
- Tax
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