Rooted in purpose, growing for generations
Trellis Family Office helps families steward wealth across generations, navigating complex wealth with wisdom, purpose, and confidence. Learn MoreYour family is our focus. Wealth is our expertise.
Every high-net-worth family has its own unique set of goals, challenges, and priorities, and every generation adds a new layer of complexity.
That’s why all our client relationships begin by getting to know you. Understanding you and your family at a deep level allows us to build a plan that reflects your needs, dynamics, and hopes for the future. At Trellis, we create bespoke plans and portfolios that meet our clients where they are now and grow with them into the future.
Trellis /trĕl′ĭs/:
A structure for supporting your growth.
We interlace the myriad services that complex wealth requires into a single, coordinated lattice of support. It’s a framework built for growth, flexible enough to adapt as circumstances change and strong enough to hold across generations.
Our Values
Families First
Every recommendation is guided by one question: is this truly in the family’s best interest? We make all our decisions through the lens of what best serves our clients.
Personal Understanding
Behind every balance sheet is a family with its own history, values, and goals. We listen, ask, and take the time to learn before we advise.
A Comprehensive View
Complex wealth doesn’t exist in silos. We consider how investments, taxes, estate planning, business interests, and philanthropy interconnect and base our advice on the big picture.
Trust Through Transparency
You should always understand what we recommend, why, and what it costs. Clarity is one of the most tangible ways we show respect for our clients.
Insights
Midterms, rates, and the fundamentals that matter
September brought a return of volatility, but closed out another strong quarter for the market. The S&P 500...
Still looking good, but don’t get complacent
“You’ve got to know when to hold ’em, know when to fold ’em”– Kenny Rogers, “The Gambler” There was no shortage of...
Déjà vu on Track
If there are two economic measures which reflect economic macro-trends better than others, they have to be GDP growth...