TriNet Ambrose

TriNet Ambrose

by Richard C. Wilson & Family Offices Group Association Team

Founded in 1988 and headquartered in San Leandro, CA, TriNet is the industry leader in HR solutions for small to mid-sized businesses. TriNet services more than 8,900 clients employing 230,000+ people and manages more than $17 billion in payroll and insurance premiums per year. TriNet provides a comprehensive mix of bundled HR products, software and strategic services. The bundled HR products include core HR services and are tailored by industry. TriNet Ambrose is a bundled HR product for financial services companies. The product features concierge service, top-tier benefits and direct access to HR guidance from experts and legal professionals. TriNet Ambrose offers deep HR expertise and cultural congruence with hedge funds, private equity and venture capital firms, family offices, registered investment advisors and other financial services firms.
Our clients achieve: Better HR, providing the freedom to focus on generating revenue and the opportunity to attract in-demand talent.


The richest benefits and health plans, designed to attract and retain key talent

  • Medical – 8 health care plans with United HealthCare and 6 plans with Aetna
  • Dental – 4 dental plans with MetLife
  • Vision – VSP and UHC Vision
  • Health Care and Dependent Day Care Flexible Spending Accounts
  • Short-term and Long-term Disability Plans – MetLife
  • Life Insurance – 4 plan options with MetLife • Retirement – 401(k) plan with MassMutual; options for employer matching, profit sharing, and safe harbor
  • Individual Disability Insurance – MassMutual
  • Qualified Transportation Benefit Program – WageWorks
  • Wellness Program • Voluntary Benefits and Supplemental Insurance Plans • Employee Perks and Discounts


HR Team

Personal, high-touch service; a dedicated HR Associate and direct access to HR guidance from legal and HR professionals

  • Human Resources Associate: A specialist with expertise manages the relationship with you and your employees as a single point of contact for all service matters. Associates conduct benefits orientation and new hire enrollments, and provide continual follow-up with clients as deadlines approach. Associates are not only available to employees, but also available to their families.
  • The Ambrose In-house HR Experts and Legal Team: A direct resource for specific HR issues, offering critical and timely guidance. A trusted resource for best practice guidance on important HR matters such as handbooks, policies, hiring and terminations.


Our Services

  • Seamless and secure payroll administration
  • Payroll tax remittance and client reporting
  • A platform for processing partners and members
  • Experience handling ad hoc payments and large bonuses
  • New hire enrollments, orientation, and benefits open enrollments
  • Benefits coordination (FMLA, COBRA, PTO, etc.)
  • HR best practices guidance • Claims processing: unemployment, workers’ compensation, and disability • Employment handbook creation and guidance
  • Background checks for prospective employees
  • Equal opportunity and anti-harassment committee, online anti-harassment training
  • Employment Practices Liability Insurance (EPLI)


Cloud Platform

A secure environment, making HR administration simple

  • Online self-service, analytics and reporting tools for both managers and employees
  • Efficient enterprise-level platform, fully integrated and managed by TriNet, so you do not have to purchase or maintain your own
  • A mobile app for quick and simple access to the essentials while on the go.


To learn more please visit our website or call 888.874.6388

We run the Family Offices Group, the #1 largest family office association with 84,000+ global members. We offer live events, a bestselling book, Webinars, a family office database, and a family office training & certificate program called the Qualified Family Office Professional (QFOP). To get to know us please watch this 2 minute video, and contact us any time during pacific business hours by calling (212) 729-5067 or emailing us at

Free Family Office Report (PDF)

Contact Details for 1,000 Family Offices in Excel