James M. Kittler

Partner @Trove FS, LLC

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.

Boston University

Certificate in Financial Planning, Financial Planning

Boston University

Real Estate Studies Program