Long-term family wealth

The wealth you build,
for generations.

We help families grow, protect and pass on wealth across generations, with the clarity and care a lifetime of work deserves.

Start the conversation →

Partner advisors

$500M

Assets under management

Generations, in some families we manage

300+

Households, built over years

Who we are

Three sails, one family-focused direction.

Thomas Mills, Ben Lapshinoff and Daniel Melendez lead a practice built around a single belief: that family wealth is best managed across generations, not one transaction at a time. Together they bring disciplined investing, thorough planning, and a genuinely family-first way of working to every relationship they take on.

Our clients are families with complex, multi-generational wealth, business owners planning what comes next, and the next generation preparing to inherit the decisions, not only the assets.

Trivela. Three sails. One direction.

Where would you like to begin?

Three doors. One standard.

Whether you are planning for your family, your business, or protecting what you have built, there is a clear next step here.

For families

Wealth managed across generations

Investment management, planning, and the intergenerational counsel that gives this practice its name.

Start a conversation →

For business owners

Planning for life after the business

Whether a sale is years away or already in view, we help you plan the transition and protect what you built.

Start a conversation →

For protection

Protect what you have built

Life, disability and critical illness coverage, business continuity and estate protection, integrated into your wealth plan.

Start a conversation →

What we do

Three pillars, one coordinated relationship.

Grow and manage your wealth

Investment management, retirement planning and coordinated advice for families with increasingly complex financial lives.

Learn more

Protect what you have built for future generations

Insurance planning, income protection, business continuity and risk management integrated into the wealth strategy.

Learn more

Transfer wealth with intention

Estate planning, intergenerational counsel, family governance and succession designed to carry wealth and values forward.

Learn more

Three sails. One family-focused direction.

Three advisors, aligned on a single course: growing and protecting family wealth with a steady hand, for the long term.

Family Hub

Tools your family can use.

Not a stack of PDFs no one opens. The Family Hub is a growing library of interactive calculators and planning tools, built around the family wealth and retirement questions this team answers every day.

Cost of waitingSafe withdrawal rateInflation and retirement income

Preview

Family Hub tool

What inflation does to retirement income

Today’s annual income need $90,000

Years in retirement 30

Average annual inflation 3.0%

Future annual income required

$218,400

Illustrative only. Assumptions shown beside every Family Hub tool. Figures are placeholder for concept review.

Our team

Partners who stay at the table.

At Trivela you work with the partners, not around them. Three advisors, a team of associates, and a shared way of thinking about family wealth that runs through every relationship.

Thomas MillsBen LapshinoffDaniel Melendez

Supported by a team of client-facing associates across the practice.

Meet the team →

Perspectives

Insights from the team.

View all insights

Family wealth

What changes when a family business passes to the next generation

Succession is a family conversation long before it is a financial one. Where to start.

Markets

Reading the monthly outlook: what we are watching this quarter

The signals that matter, and the noise we deliberately tune out.

Perspective

Preparing the next generation to inherit more than money

The habits and conversations that carry family wealth past the second generation.

Our commitment

Invested in more than portfolios.

The families we work with are the centre of everything we do. Wherever life takes them, we stay close, present and genuinely invested in the people, and the futures, that our work is really about. That is what family wealth means to us, and it is the standard we hold ourselves to on every relationship we take on.

Start the conversation

Let’s talk about what comes next.

Tell us which conversation you would like to start, and the right person will be in touch.

For families

A confidential, no-obligation conversation about your wealth, and what you want it to do next.

Book a conversation →

For business owners

Planning a sale or succession? Let’s talk about the transition and protecting what you have built.

Book a conversation →