CLARITY · STEWARDSHIP · LEGACY
About TRS
Family Office
We help successful business owners and affluent families bring every part of their financial and business planning together, so that advice stops arriving in pieces and starts working as one plan.
- One point of contact
- Vetted specialists
- Ongoing coordination
COORDINATED PLANNING
A relationship-led approach
Every strategy stays connected through one relationship, not a set of disconnected conversations.
MEET dale
Responsible for Bringing the Planning Together
Dale Montgomery
Throughout my career, I kept seeing the same problem: successful business owners had talented CPAs, attorneys, financial advisors, and insurance professionals, but each professional was often working on only one part of the picture. No one was responsible for making sure all the advice worked together.
I’ve always believed clients shouldn’t have to act as the project manager for their own financial lives. That belief led me to the Team-Based Model and Virtual Family Office, where specialists collaborate around the client’s complete situation.
What matters most to me is helping clients uncover opportunities they may not have known existed, avoid gaps created by siloed advice, and move forward with one coordinated plan and a team working in the same direction.
Dale Montgomery serves as Director of Advanced Planning at TRS Family Office and as the client's primary point of contact. He coordinates directly with each client's CPA and the firm's specialists to identify opportunities, uncover gaps, and develop strategies that work together rather than in isolation.
Dale is the author of the Amazon bestseller The Virtual Family Office Advantage: From Siloed Advice to Team-Based Planning.
Credentials
Certified VFO Strategist
Director of Advanced Planning, TRS Family Office
Author, The Virtual Family Office Advantage
Access to a national Virtual Family Office of more than 75 vetted specialists
MEET the team
Our Team
STRUCTURE
How the Firm Is Structured
TRS Family Office coordinates specialized expertise. The specialists provide their respective services; Dale keeps the plan connected.
01
Dale Montgomery & Team
Your primary point of contact and planning coordinator.
02
Your existing CPA and advisors
Remain involved and collaborate on the plan.
03
Virtual Family Office specialists
Added where the situation calls for specialized expertise.
04
You
One coordinated plan, organized around your complete picture.
Our Virtual Family Office
Is a Virtual Family Office only for billionaires?
No. Coordinated, team-based planning benefits successful business owners and affluent families at many levels of complexity, not only the ultra-wealthy.Does proactive tax planning mean aggressive strategies?
No. Proactive tax planning means identifying legitimate opportunities early and coordinating them across your full financial picture, not pursuing aggressive or risky strategies.Don't my current advisors already coordinate behind the scenes?
Usually not. Advisors often work independently on their own piece of the plan. TRS Family Office serves as the single point of contact who actively coordinates everyone involved.Does working with you mean replacing my current advisors?
No. Your existing advisors remain involved. Vetted specialists are added only where they bring additional expertise your situation calls for.
Thank you. We will be in touch soon to schedule your consultation.
Start a Confidential Conversation
A confidential consultation is an opportunity to discuss your priorities and determine whether coordinated, team-based planning is appropriate for your family or business.
Your information will be handled confidentially.
