The all-encompassing services of a family office—without building one.
Trust Guild brings the coordination, oversight, and advocacy that wealthy families get from private family offices to a broader group of affluent families—with deep expertise in helping families care for aging family members.
Most families with $1M–$10M in assets face the same coordination challenges as families with $100M—managing providers, tracking obligations, navigating complexity—but without the dedicated staff to handle it. Trust Guild closes that gap.
“Before Trust Guild, I was spending several hours a week coordinating care, paying bills, and handling all of the day-to-day needs of my 80-year-old Dad. Now, I have a 1-hour meeting each week with my Trust Guild Concierge, just to get an update on how things are being handled. It’s a huge relief for me and my whole family.”
— Trust Guild Client, NYC
Family office services, structured for families like yours.
We coordinate the professionals, manage the details, and ensure nothing falls between the cracks. When you don’t know who to call—or even what kind of help you need—that’s exactly where we start.
Care for Aging Family Members
Our founding specialization. Families navigating the complexities of an aging parent or loved one face a unique constellation of challenges—healthcare coordination, housing decisions, insurance maze, family dynamics, and impossible timelines. We’ve built deep expertise here because our founders lived it.
Whether it’s a crisis after a hospital discharge, a long-distance caregiving situation, or proactive planning before anything goes wrong, we serve as the single point of coordination for your family’s aging journey.
- Medical appointment coordination and advocacy
- Medicare, insurance, and benefits coordination with brokers
- Senior housing research, tours, and transition support
- Home safety evaluation and modification coordination
- Family care conferences and sibling coordination
- Contracted LCSW services (assessments, counseling, crisis response)
- Care planning and advance directive facilitation
- Technology setup and scam prevention
Personal Affairs Management
The administrative backbone of a well-run life. We provide consolidated oversight of the records, accounts, obligations, and logistics that accumulate over decades—creating a single coordinated view so nothing is lost, late, or forgotten.
- Document organization, digitization, and secure storage
- Expiration and renewal tracking (insurance, IDs, subscriptions)
- Household administration and vendor coordination
- Emergency preparedness documentation
- Consolidated reporting across personal affairs
Financial Coordination
We bring order to the financial picture by organizing records, coordinating with your CPA, daily money manager, and fiduciary advisors, and ensuring your family has clarity on obligations, deadlines, and the overall financial landscape.
- Financial document organization and tracking
- Coordination with CPAs, advisors, and money managers
- Bill and obligation tracking (we track; we don’t pay)
- Insurance coordination with brokers and carriers
- Benefits eligibility research and claims tracking
Planning & Family Alignment
The conversations and documentation that families put off until it’s too late. We facilitate structured planning across care, finances, housing, and end-of-life wishes—creating clarity and alignment before a crisis forces the decision.
- Care planning and needs assessment
- Advance directive and end-of-life planning facilitation
- Family governance and decision-making frameworks
- Housing transition planning
- Referral to elder law attorneys for legal documentation
Advocacy & Provider Vetting
When you don’t know who to call—or even what kind of professional you need—we find, vet, and coordinate the right providers. We check licenses, insurance, and references so you don’t have to.
- Provider research and recommendation
- License, insurance, and reference verification
- Appointment accompaniment and advocacy
- Multi-provider coordination and handoff management
- Ongoing provider performance monitoring
For families navigating complexity.
Our clients share a common thread: life has gotten complicated, and they want a trusted partner to bring order to it.
The Busy Professional
High-earning individual or dual-income household. Career demands leave no bandwidth for coordinating aging parents, managing household affairs, or staying on top of financial logistics.
The Distance Caregiver
Adult child living 100+ miles from an aging parent. Needs trusted eyes, ears, and hands on the ground—and a single point of contact who knows the full picture.
The Proactive Planner
Senior or family that wants to get organized before a crisis. Recently widowed, newly retired, or simply thinking ahead. Values the relationship and the infrastructure.
A simple process designed to bring clarity quickly.
Introductory
Conversation
A brief, no-obligation conversation to understand your family’s situation and goals. We listen first.
Comprehensive
Assessment
A 90-minute assessment covering health, finances, housing, insurance, family dynamics, and daily needs.
Coordination
Plan
Within 7 days: a written plan with priorities, action items, and timelines. We begin executing immediately.
Ongoing
Management
Monthly reports, regular check-ins, and proactive coordination. Your family’s dedicated team, always on it.
Three tiers designed around the level of coordination your family needs. All include a dedicated team, secure systems, and clear scope.
- Welcome assessment and plan
- Personal affairs management
- Care coordination (4 hrs/mo)
- Monthly status report
- Next-business-day response
- Everything in Foundation
- Financial & insurance coordination
- Family communication hub
- Planning & alignment facilitation
- Provider vetting (3/quarter)
- Same-day response
- Everything in Comprehensive
- Dedicated care manager
- Priority 4-hour response
- Technology setup & support
- Quarterly in-person review
- 8 included hours/month
Built by a family caregiver. Designed for families like yours.
Why Trust Guild Exists
Trust Guild was born from a deeply personal experience. When our founder’s uncle needed increasing support—navigating Medicare, coordinating with specialists, managing medications, making housing decisions—there was no single trusted partner to turn to. Just a fragmented maze of providers, paperwork, and impossible decisions made under pressure.
We built Trust Guild to be the partner we wished existed: one team that understands the full picture, coordinates across every dimension, and treats your family member with the dignity they deserve.
We are not a medical practice. We are not a law firm. We are not financial advisors. We are expert coordinators and advocates who bring order to complexity, connect you with the right professionals, and ensure nothing falls through the cracks.
Our Approach
Every client relationship begins with listening. We assess the full situation—health, housing, finances, family dynamics, daily needs—before recommending anything. Our plans are specific, actionable, and built around your family’s priorities, not ours.
We maintain clear scope boundaries because trust requires transparency. When a situation calls for clinical, legal, or financial expertise, we connect you with vetted professionals from our network—and we stay involved to ensure seamless coordination.
What Sets Us Apart
Our team combines management consulting rigor, geriatric care expertise, and deep personal experience as family caregivers. We’ve navigated the exact maze our clients face—and we built Trust Guild to be the guide we wished we had.
We bring a rare combination: the operational discipline to coordinate across dozens of providers and systems, the clinical knowledge to know when to escalate and to whom, and the empathy that only comes from having been in your shoes.
Unlike traditional family offices that require $25M+ in assets, Trust Guild makes this caliber of coordination accessible to families with $1M–$10M—the segment that needs it most and has had the fewest options.
HIPAA Compliant
All client data encrypted at rest and in transit. Strict access controls and audit trails.
Clear Boundaries
We are transparent about what we do and don’t do. Scope clarity protects your family.
Vetted Network
Every provider we refer is licensed, insured, and reference-checked.
Full Documentation
Every interaction documented. Monthly reports. Complete accountability.
Questions families ask us.
Tell us about your family’s situation.
Every conversation begins with listening. No obligation, no pressure.
Two ways to connect
Fill out the form and we’ll reach out within one business day. Or, if you’d prefer to talk now, schedule a free consultation.
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