Trove Family Office
James M. Kittler is a seasoned financial professional with extensive experience in managing the financial needs of ultra-high net worth individuals and families. Currently serving as a Partner at Trove Family Office since November 2022, James previously held the same title at Trove (formerly JDJ Family Office Services) from June 2014 to November 2022. James has also served as Director at Rothstein Kass, where responsibilities included providing accounting, tax, and estate planning services, and as Founder & Partner at JDJ Resources, which focused on personal financial management. Earlier career roles included Financial Manager at AEGIS, overseeing a substantial real estate and private equity portfolio, and positions at State Street Bank and AEW Capital Management, where James developed expertise in investment performance analysis and portfolio accounting. Educational credentials include a degree from Babson College and a Certificate in Financial Planning from Boston University.
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Trove Family Office
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At Trove, we simplify the complex by being a smart, dedicated, and powerful partner for your family and financial life. We’re nimble, adaptable, and savvy – using data, technology, and transparency to uncover new ways to address your unique needs. As your trusted partner and independent advocate, we are dedicated to addressing the complexities of your financial life. We don’t provide investment advice or sell product, so our focus is you. We design a customized solution to address your priorities and challenges. Working with your advisors, we fill the gaps and provide financial checks and balances and a broad network of resources. The result: better information, so you can make informed decisions for your family or business. Trove is a family office built for today, so you can feel confident about tomorrow. Our company name and associated brand reflect the integration of Maestro Financial Solutions, Martin DeCruze & Company, Cornerstone Family Office, and JDJ Family Office Services. For more information, please visit trove.net.