Setting a New Standard for Wealth Management

At Trivergent Trust, we enhance the lives of our clients and their families by providing a comprehensive approach to wealth planning that fosters mutual confidence and trust.  Our clients value meaningful relationships and the peace of mind that comes from assured accessibility, individualized strategies, and excellence of execution.

Comprehensive

We believe the most effective financial plans are achieved when a client’s family dynamics and financial position are considered in totality, not just the marketable assets.

Collaborative

We facilitate and guide communication with our clients’ families and advisors every step of the way to share ideas, collaborate on recommendations, and ensure effective implementation.

Proactive

We work directly with our clients’ advisory teams to ensure all actions are taken to implement the agreed upon plans and continually monitor for real-time, performance-based adjustments.

Who We Serve

Individuals & Families

Businesses

Trusts & Estates

Individuals & Families

Our clients range from high net worth individuals to multi-generational families, each with their own unique mission in life. Some choose us for a specific need, while others desire comprehensive planning.  Regardless of size or scope, we work closely with our clients to understand their objectives and collaboratively develop and implement strategies that incorporate their individual blend of goals.

Businesses

Many of our clients have successful businesses ranging from local to international markets and covering diverse industries, including agriculture, real estate, restaurants, sports entertainment, and retail to name a few. We integrate our clients’ business and personal goals to create a comprehensive roadmap, aligning those goals with solutions for business succession and asset protection planning.

Trusts & Estates

As a chartered Trust Company, we serve as Trustee and Personal Representative for clients desiring a professional independent third party. Many of our clients customize these services through use of Directed and Delegated Trusts. We also provide Trust and Estate support services for individuals serving in those roles who value professional support, to ensure compliance with fiduciary duties and responsibilities.