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Trace Advisors is now part ofWhite Oak Solutions
We're excited to welcome Trace Advisors into the White Oak family. Together, we're combining expertise to deliver even more value while maintaining the service and relationships you trust.
What this means for you
Uninterrupted Service
Your support continues without disruption. Same commitment, same dedication.
Expanded Expertise
Access a broader set of solutions backed by White Oak's comprehensive capabilities.
Unified Experience
We'll guide you as we align processes under White Oak for a seamless experience.
For Trace Advisors Clients
If you're an existing Trace Advisors client, you don't need to do anything right now. Your service continues as usual, and we'll keep you informed of any updates as we integrate our operations.
Have questions? Our team is here to help guide you through this transition.
Contact Our TeamFrequently Asked Questions
Do I need to change anything right now?
No—your service continues as usual. We'll keep you informed of any updates as we integrate our operations under the White Oak umbrella.
Who do I contact for support?
Use our Contact page and we'll route you to the right team member. Your existing relationships and contact points remain unchanged during this transition.