CV TrustCo is a regulated Trust Company providing trust and family office solutions to high net worth families. If you are looking for an executor, trustee, or a unique multi-family office platform, CV TrustCo can provide an independent and informed perspective.
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.
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.
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.