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Who We Are

We work with your professional advisors to protect and grow your family’s wealth.

We are 100% management owned, and we provide conflict free entrepreneurial Trust and Wealth solutions that align with your legacy objectives.

What We Do

We provide bespoke solutions for high net worth families.

We can act as the executor and trustee of your legacy. From estate planning to philanthropic advising, we will work with you to realize your vision for an estate plan.

Blog

Insight to help you understand your finances and our world, better.

Find out how your finances are affected by news headlines and political shifts and learn what makes CV TrustCo work and work for you.

Contact Us

We want to meet you.

As a relationship-based business, we take the time to meet, listen and understand your goals, challenges and concerns. With our perspective and insight, we can work with you to design a plan based on the best solutions.

© 2018 CV TrustCo