Services
Relocation & Transition Management
Corporate Infrastructure Projects
Philanthropy & Grant Administration
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Multi-state residency transitions
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Tax nexus documentation coordination
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Household relocations
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Vendor sourcing & management
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Move logistics & implementation
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Office relocation planning & execution
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Renovations and build-outs
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IT infrastructure coordination
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Security implementation
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Furniture and equipment procurement
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Grant program management
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Donation tracking and documentation
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Recipient communications
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Board and committee coordination
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Foundation operational support
Vendor & Operations Management
Corporate Events & Executive Programs
Financial Reporting & Administration
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Vendor sourcing & management
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Budget oversight
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Operational audits
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Software implementation
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Workflow development & optimization
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Conferences and retreats
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Venue sourcing
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Travel and lodging coordination
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Speaker logistics
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Event operations
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QuickBooks administration
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Invoice management
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Bill pay oversight
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Financial process development
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Operational reporting
Trellis Is Not
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A virtual assistant service
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A daily calendar management service
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An inbox management service
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A personal concierge service
Trellis specializes in project-based operational coordination, transitions, and complex initiatives requiring dedicated ownership.
Typical Projects
Recent Project Examples
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Coordinated multi-state relocation for ultra-high-net-worth family.
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Managed multiple office relocation including IT infrastructure, security, furniture, and vendor coordination.
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Administered grant and scholarship programs for philanthropic organizations.
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Planned and executed multi-day conferences for executive and donor audiences.
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Implemented new operational software platforms and managed data migrations.
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Oversaw charitable giving initiatives and donation administration for executives.