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Independent perspective.
Enduring alignment.

Troy Advisory is a discreet, advisor-led firm working with families and boards seeking independent thinking on capital allocation, structuring, and long-range decisions.

Track One:
Family Office Advisory

For families without a formal family office — or those looking to enhance decision-making, governance, and oversight — we provide end-to-end support on capital structure, manager oversight, and long-term strategy.

Engagement Contexts

  • Advisor to families structuring complex holdings and navigating governance, continuity, and capital decisions
  • Architect of family office, trust, and HoldCo structures that reinforce clear governance and effective oversight

Value Delivered

  • Assess and consolidate a holistic view of the family’s assets — including businesses, real estate, and financial portfolios — to evaluate risks, surface blind spots, and identify strategic synergies
  • Design and implement strategic asset allocation and IPS frameworks
  • Support the selection and oversight of external asset managers — with a focus on alignment, reporting clarity, and long-term mandate fit
  • Establish legal and banking infrastructure for wealth structuring (offshore/onshore)
  • Define governance processes that align family vision with financial execution
Family Office Advisory
Corporate Advisory

Track Two:
Corporate Advisory

For companies — whether family-owned or institutional — we advise at the board and executive level, providing independent perspective and financial discipline where it’s most needed for clarity and alignment.

Engagement Contexts

  • Independent board advisor or committee participant (e.g. strategy, capital, investment)
  • Strategic counsel to CEOs, Chairs, or shareholder groups

Value Delivered

  • Analyze and challenge budgets, M&A proposals, investment cases, and capital plans
  • Ensure relevant, well-structured KPI reporting to support decision-making grounded in reality
  • Engage with the C-suite on strategic initiatives — providing input, structure, and accountability
  • Design and reinforce governance structures that link performance to long-term value

How We Work

Each engagement is led directly by the firm’s founder, supported by a small internal team and trusted external collaborators. We do not delegate our judgment or outsource our voice. We operate as quietly as we advise — always aiming to keep clients focused on what matters most.

Who We Work With

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