Thomas Walsh Launches Trellis Family Office Through Mariner Independent Platform

Thomas Walsh launched Trellis Family Office, an independently owned wealth advisory practice, through Mariner Independent to serve ultra-high-net-worth individuals and multigenerational families. Pulse 2.0 reported that Walsh joined Mariner Independent on November 2, 2026, after spending much of his career at larger financial institutions.

Walsh Builds Trellis Family Office In Troutman

Trellis Family Office is based in Troutman, North Carolina, and combines personalized wealth management with access to Mariner's trust, tax, estate planning, investment banking and other specialized financial services. The firm targets clients whose needs extend beyond investment portfolio management, including complex estate planning, multigenerational wealth transfers, trust arrangements and philanthropy. Trellis also serves entrepreneurs and women navigating major wealth transitions.

Walsh said the service model at large firms is built to work for everyone, while the families he serves need an approach shaped around each family's needs, often across several generations. "Mariner Independent gives me the capabilities to deliver that at the level these families expect," he said. Mariner Independent provides the infrastructure supporting Trellis while allowing Walsh to retain ownership of his business and control over the client experience.

Rob Sandrew, National Managing Director and Head of Mariner Independent, said Walsh's move shows the platform can be a destination for advisors serving uniquely complex clients. "Advisors can own their business and run it their way while still having the specialized resources that ultra-high-net-worth families require," Sandrew said.

Mariner's Platform Scale Behind The Launch

According to akta.pro company records, Mariner was founded in 2006 and is headquartered in Overland Park. The same records show Mariner Independent launched Mosaic Value Partners, a $1.3 billion wealth management firm, through its platform in April 2026. Mariner had $710 billion in assets under management as of June 2026, according to the same records.

Earlier Mariner Independent Additions

Trimble Wealth Advisors, an independent Kansas-based advisory firm, joined Mariner Independent on October 23, 2026, after leaving Carson Group, Pulse 2.0 reported. The move gave Trimble access to tax, estate, trust, investment banking and insurance services while preserving its independent model. In April 2026, Mariner Independent launched Mosaic Value Partners, a $1.3 billion wealth management firm, through its platform.

Mariner's September 2026 Asset Figure

Mariner was founded in 2006 with approximately $300 million in assets under advisement. As of September 30, 2026, Mariner affiliates collectively advised on more than $660 billion in assets, according to Pulse 2.0.