What We Do
At Trusoe, we offer a comprehensive suite of services designed to address the multifaceted needs of first-generation wealth creators. Our expertise spans across various domains, ensuring that every aspect of their financial ecosystem is meticulously managed.
Financial Stewardship
- Strategic asset allocation
- Risk management and mitigation
- Investment solutions and portfolio optimization
- Liquidity management and cash flow planning
Corporate Governance
- Succession planning
- Board advisory services
- Corporate structure optimization
- Mergers and acquisitions support
Lifestyle Orchestration
- Concierge services
- Art and collectibles advisory
- Philanthropic strategy and implementation
- Education planning for future generations
Legal & Tax Navigation
- Cross-border tax planning
- Estate and inheritance planning
- Regulatory compliance management
- Legal structure optimization