What does Trousdale Associates do?

We are a boutique advisory firm combining private wealth management, family office services, estate planning and luxury real estate advisory for high-net-worth families.

Where are you located?

Our flagship office is at 450 N Canon Drive in Beverly Hills, in the heart of Trousdale Estates, serving clients across California, New York, London and Dubai.

What is your minimum engagement?

Private advisory typically begins at $2M in investable assets or $5M in estate value. Real estate advisory for acquisitions from $3.5M.

Yes. We act as a fiduciary on all managed accounts, with independent custody at Schwab and Fidelity and full transparency.

Trousdale Estates luxury modern villa at dusk Beverly Hills

● Beverly Hills • Family Office • Since 1987

TROUSDALE
Associates — LEGACY
BY DESIGN

We are a boutique private advisory firm at the gates of Trousdale Estates. Wealth management, estate planning and luxury property counsel — under one roof, with one standard: absolute discretion. Trusted by 340+ families across three generations.

Discover the Firm Private Consultation

★ 4.9 Client rating • SEC Registered • Independent Custody

$2.4BAssets Advised

38Years of Stewardship

340+Families Served

98%Client Retention

Private Wealth ✦ Family Office ✦ Estate Planning ✦ Trousdale Estates ✦ Philanthropy ✦ Tax Strategy ✦ Private Wealth ✦ Family Office ✦ Estate Planning ✦ Trousdale Estates ✦ Philanthropy ✦ Tax Strategy ✦ Private Wealth ✦ Family Office ✦ Estate Planning ✦ Trousdale Estates ✦ Philanthropy ✦ Tax Strategy ✦ Private Wealth ✦ Family Office ✦ Estate Planning ✦ Trousdale Estates ✦ Philanthropy ✦ Tax Strategy ✦

Trousdale Associates historic estate Beverly Hills architecture

Trousdale Estates, 1955 — Today

The house that built our philosophy

↗

About the firm

A quiet power behind California's great estates

Founded in 1987 by Arthur Trousdale and Miriam Cole, Trousdale Associates began as a two-desk trust counsel above Canon Drive. Today we manage complex balance sheets where a stock portfolio, a Bel Air compound, a private foundation and a fourth-generation business must work as one.

We are not a bank, not a brokerage, not a real-estate franchise. We are a fiduciary partnership: 22 advisors, attorneys, CPAs and property strategists who answer only to clients. No proprietary products. No commissions. Custody at Schwab and Fidelity, audited annually, fee-only and fully transparent.

01
Fiduciary, always.
Legally bound to act in your interest. We sign it in every engagement letter — not just marketing.
02
Wealth + Property + Legacy.
Most firms manage money. We manage what money is for: homes, heirs, taxes, giving, and time.
03
Discretion as infrastructure.
Private entrance, NDA-bound staff, unmarked filings, off-market transactions. 68% of our estate deals never reach public listing.

Our Advisory Meet Partners

1987 — Trust Counsel

Two founders, one idea: counsel without conflict.

2008 — Weathered the crisis

Zero client margin calls. Conservative structuring paid off.

2026 — Multi-family office

$2.4B advised, next-gen education and global footprint.

Advisory Practice

Everything a legacy needs, nothing it doesn't

Six integrated practices. One partner who knows your full picture. Engage one — or consolidate all under our Family Stewardship Program.

Private Wealth Management

Discretionary portfolios, alternatives, concentrated stock plans. Risk-first, tax-aware, built for decades not quarters. Average net return focus with downside protection.

From $2M investable • 0.65% fee

Luxury Estate Advisory

Buy, hold, sell and structure iconic property. Off-market access in Trousdale, Bel Air, Holmby Hills. 1031, trust titling, Prop 19 planning.

$3.5M+ acquisitions • Off-market 68%

Estate & Trust Structuring

Revocable trusts, SLATs, GRATs, QPRTs for residences. In-house counsel + CPA coordination. Preserve up to 40% in transfer taxes.

Flat-fee plans • Attorney-led

Family Office Services

Bill pay, payroll for staff, consolidated reporting, next-gen education, governance and family meetings at our Canon Drive salon.

Dedicated team • Quarterly councils

Tax & Philanthropy

Charitable trusts, DAFs, private foundations, art and conservation easements. Give smarter, deduct cleaner, impact deeper.

$18M+ granted in 2025

Business Succession

Exit planning, ESOPs, M&A counsel for founder-led firms $10M–$250M. We sat on 14 boards last year — we speak operator.

14 exits advised since 2020

By the numbers

Conservative in risk. Radical in care.

Audited performance, published retention, real addresses. We don't sell sizzle — we compound trust.

Request ADV & Track Record

$2.4BAssets under advisement

4.9/5Client satisfaction 2025

127Off-market estates placed

22Partners & specialists

Selected Estates & Mandates

Where our counsel lives

A sample of current and historic mandates. Addresses withheld by request — partners disclose privately after NDA.

Trousdale Estates • $18.5M

The Palm Residence

Acquisition + trust titling • 2025

Bel Air • $32M

Crestview Compound

Sale + 1031 structuring • 2024

Holmby Hills • $27.4M

Stone Canyon Legacy

Succession + QPRT • 2024

How we work

A 90-day path to total clarity

Private Discovery

90-minute partner meeting, NDA on request. We map assets, entities, heirs, goals and anxieties. No pitch.

Forensic Audit

We review portfolios, trusts, deeds, taxes and insurance. You receive a 30-page Clarity Memo with gaps and overfees.

Legacy Blueprint

One integrated plan: investments, property, estate, giving. Flat fee, signed by attorney + CPA + advisor.

Stewardship

Quarterly councils, 24/7 partner line, annual family retreat. We measure in decades and graduations.

Client voices

“They sold our Trousdale home off-market $2M over ask, then restructured the trust so our grandchildren — not taxes — inherit it. No drama. Just mastery.”

— E. Whitmore, Client since 2004, Trousdale Estates

“After three wirehouses, Trousdale is different. One call, one partner who knows my business, my house, my kids’ 529s. My reporting is finally one page.”

— J. & M. Kessler, Brentwood • Family Office

Become a Client Read Research

Partners

Counsel you can call at midnight

No juniors learning on your dime. Every relationship is led by a partner with 15+ years and a personal stake in the firm.

Arthur Trousdale

Managing Partner • Wealth

Wharton ’81. Former trust counsel. 38 yrs.

Miriam Cole, Esq.

Partner • Estate & Trust

UCLA Law. 240+ trusts structured.

David Park

Partner • Luxury Estates

$890M in off-market placements.

Sofia Ramirez, CPA

Partner • Tax & Giving

Ex-Big Four. Foundations & art.

Insights & Briefings

Research for stewards, not speculators

Weekly memos from our investment committee and estate desk. Plain English, no jargon, no product placement.

Insights

2026 Outlook: Stewardship in Volatile Markets

Our annual letter on rates, real estate and resilience...

Read →

Questions families ask us first

What makes you different from a private bank?

No proprietary funds, no lending quotas, no turnover. Your partner owns equity in our firm and sits across the table for decades. Custody is independent, fees are flat and published.

Can you help with a home purchase and wealth together?

Yes — that is our signature. We underwrite the property, negotiate off-market, structure titling in trust, align insurance and integrate it into your estate and cash-flow plan.

Do you work with next generations?

Extensively. Heir education, stewardship retreats in Palm Springs, internships, and governance design so wealth unites rather than divides.

How do we start?

Book a 30-minute confidential call via the form below. If there is fit, we proceed to Private Discovery under NDA. No obligation, no hard sell.

Private Consultation

Begin with a confidential conversation

450 N Canon Drive, Suite 200, Beverly Hills, CA 90210
Mon–Fri 8am–6pm PT • +1-310-555-0147
Response within one business day. NDA available.

Discretion. Stewardship. Legacy.

“In 38 years we have never advertised a client name. We intend to keep it that way.” — A. Trousdale

Our Story See Mandates

TROUSDALEAssociates — LEGACYBY DESIGN