Truvize Financial Planning

Founder Marcus Trujillo serves as the lead Wealth Planner and makes all strategic asset allocation and manager selection decisions. The firm operates without an investment committee, keeping the principal as the sole decision-maker — a structure that ensures the founder's tax-centric philosophy remains uncompromised across every client relationship.

Truvize does not originate its own deals. The firm curates access to third-party sponsors and fund managers in direct real estate, private credit, and hedge funds. Sourcing relies on Trujillo's professional network and long-standing relationships with operators, with a stated preference for sponsors who understand the tax sensitivities of post-exit capital.

Truvize Financial Planning serves multiple client families, but its service model is intentionally designed to replicate the experience of a dedicated single-family office. By limiting its client count and embedding tax strategy, estate planning, and alternative investments under one roof, the firm delivers the concentration and customization that define true family office service.

Truvize primarily facilitates commitments to third-party funds and syndicated real estate vehicles, including Delaware Statutory Trusts and Opportunity Zone funds. There is no public record of the firm leading direct private equity transactions; the model favors curated access over in-house deal origination.

Tax mitigation is the organizing principle of the firm. Trujillo structures post-exit planning around capital gains deferral tools — notably Qualified Opportunity Zones and Delaware Statutory Trusts — before deploying the remaining capital into income-producing alternatives. This tax-first sequencing is what separates Truvize from planning practices that prioritize liquid portfolio construction.