The organization said it is designed to help clients take a proactive approach in managing both the health needs and the associated expenses of aging loved ones. By addressing these complex health and financial considerations, TrustHouse says it plays a pivotal role at the intersection of healthcare planning and wealth management.

Operating at the intersection of bespoke private client services and healthcare, a U.S.-based firm is developing a comprehensive offering that combines preventative care with reactive support for medical crises, such as strokes.
 
Alliance Homecare, a private in-home care provider, has introduced TrustHouse - an elite private nursing service based in New York, serving the tri-state area, with plans to expand nationally over the next three years.

TrustHouse says it aims to support clients in staying ahead of potential health costs and conditions while cultivating trusted, long-term relationships with healthcare professionals. The organization also addresses growing concerns around longevity and wellness, positioning itself at the critical intersection of health and wealth management.

Family Wealth Report asked TrustHouse about its approach.

“At TrustHouse, we believe in never settling when it comes to health,” says Joseph Verdirame, Managing Partner and Chief Executive. “Our mission is to preserve and enhance the carefully built lifestyles of our clients, providing the assurance that their health is expertly managed. Through exceptional medical expertise and personalized, proactive care, we make our clients’ well-being a priority, no matter where life takes them. TrustHouse gives clients the confidence that their health is always in skilled hands, allowing them to focus on living the life they’ve earned.”

Verdirame works alongside figures such as Cara Bobish, Vice President of Operations; Jackie Lozzi, Operations Director; Amanda Howland, Director of Client Services; and Directors of Strategic Partnerships Andi Hughes; Alicia Kacinski; Kaitlin Martinez, and Monica Benhuri.

TrustHouse exclusively selects registered nurses from leading hospitals in the Tri-State area, ensuring that each nurse brings critical-care expertise and the emotional intelligence essential for our high-touch care model. In addition, TrustHouse partners with top-tier service providers, further enhancing the quality and breadth of support available to clients.

“With healthcare now recognized as an essential part of wealth management—a connection emphasized by major institutions like Morgan Stanley - our clients are increasingly focused on safeguarding their quality of life as a core part of their legacy,” said Alicia Kacinski, Director of Strategic Partnerships.

“The rise in longevity and wellness trends has driven much of this demand. Our clients place high value on the personalized, ongoing care we provide, which helps them optimize their health and well-being over time. Unlike standard 13–17-minute annual primary care visits, TrustHouse offers comprehensive, hour-long monthly evaluations with a dedicated nurse to proactively address potential health concerns, fostering a lasting, trusted relationship with healthcare professionals.”

The service is not confined to the US. 
“We already support clients with multiple residences who need consistent care, whether at home or abroad,” said Kacinski. “For these clients, we offer exclusive travel nursing services, both domestically and internationally, ensuring that their healthcare needs are seamlessly met wherever they are.”

The dynamics
With an aging population and rising expectations for medical care, alongside increased awareness of issues like cognitive decline, the case for concierge medicine and personalized care is clear. This intersection between health and financial well-being has become essential for many families. Wealth advisors and legal professionals are increasingly vigilant about the risks of cognitive decline in older clients’ conditions like Alzheimer’s can significantly impact decisions around power of attorney and estate management. For instance, in 2017, Julius Baer in the UK launched a program to train client-facing staff in recognizing signs of cognitive decline, enabling advisors to take proactive steps that help clients, and their families make informed health and financial decisions.

The US concierge medicine market, valued at $6.3 billion in 2022, continues to expand as clients recognize the advantages of comprehensive, consistent healthcare support.

The organization sees substantial growth potential in select US regions. 

Starting January 1, TrustHouse will expand into New Jersey and South Florida, broadening its reach across major US cities. In the next three years, TrustHouse plans to expand into Los Angeles, Chicago, San Francisco, Washington DC, Dallas, Houston, Phoenix, and Boston. This expansion enables TrustHouse to support clients with residences and family in multiple locations, ensuring seamless continuity of care wherever they are.

“The demand in these areas often surpasses even that of New York City, due to their geographic appeal and demographic trends,” said Verdirame. “We’ve observed prestigious healthcare institutions, like Mount Sinai, and specialized concierge services expanding into Florida and California. In addition to a growing senior population, there’s a notable influx of young professionals from the tech and finance sectors, attracted by Florida’s lifestyle benefits and tax advantages. These migration patterns are driving increased demand for our services in the region.”

Not just reacting
“Historically, home care services have been reactive, stepping in primarily during acute crises,” explained Verdirame. “At TrustHouse, we have evolved to provide not only responsive support for unexpected events but also proactive, preventive services to address the ongoing healthcare needs of aging loved ones. With nearly two decades of in-home care experience, coupled with a focus on concierge-level preventive care, we offer tailored medical solutions that meet each client’s unique needs.”

The firm emphasized its commitment to privacy, maintaining a strict code of confidentiality to protect clients’ personal information.