TriFound is a comprehensive financial services firm offering integrated financial, legal, and accounting services. The company focuses on providing clients with customized legacy and retirement plans, ensuring that their financial future is secure. By combining financial, legal, and accounting expertise under one roof, TriFound aims to address all aspects of clients' needs, helping them manage their investments, taxes, and legal documents such as wills and advance directives. TriFound's team of professionals works to design personalized plans that help clients achieve worry-free retirement and secure their legacy for future generations. The firm emphasizes the importance of a team approach, ensuring that all aspects of a client's financial life are considered in planning for the future.
11 - 50 employees
πΈ Finance
December 11
We are seeking a remote attorney to support Estate Planning for TriFound's Tax and Wealth Management teams. You'll directly engage clients and collaborate with various professionals.