Trinity Wealth Solutions

Public directories list Trinity Wealth Solutions as a multi-family office offering holistic wealth management. This typically includes investment advisory, tax planning, estate planning, and family-governance services. The specific service menu has not been disclosed through public channels.

Trinity Wealth Solutions has not publicly named its principals or investment committee members. Multi-family offices of this profile sometimes operate with a low public profile, disclosing leadership only to prospective clients during the due-diligence process.

The firm does not disclose assets under management. Without published AUM or a Form ADV that would apply to an SEC-registered RIA, the scale is unverifiable. The firm's multi-family-office structure suggests it manages capital across a concentrated group of wealthy families.

Directory listings classify Trinity Wealth Solutions as a multi-family office. This means the firm serves multiple unrelated families rather than managing the wealth of a single founding family. Multi-family offices typically offer shared resources — investment teams, tax expertise, and administrative support — across their client base.

Trinity Wealth Solutions has not published client minimums. Multi-family offices commonly require between $10 million and $50 million in investable assets, though some accept clients at lower thresholds or operate with fully bespoke arrangements. The actual figure can only be confirmed directly with the firm.