This group of firms share a commitment to providing a personalized approach to helping clients connect their wealth and purpose. This is done through a customized suite of solutions including wealth management, investment advisory, family office services, estate planning, tax consulting and compliance, trust services, family governance and education, and so much more. Life and wealth don’t need to be so complex. The firms associated with TFO Partners stand ready to help.
Every family is unique, which in turn, requires a specialized approach to creating a plan that matches those needs. There are three distinct firms which can help solve the various parts of your financial puzzle.
TFO Wealth Partners is a wealth management firm built to help families and businesses define and achieve their unique goals. The firm’s team combines this focus of aligning each client’s wealth, goals, and values with an academically-based investment philosophy, portfolio development, and a fiduciary standard of care. Together, TFO Wealth Partners strives to provide the advice, resources, and education they believe families need so they may focus on what is most important in their lives.
TFO Family Office Partners’ mission is empowering families to thrive by Connecting Wealth and Purpose®. TFO Family Office Partners helps high-net-worth and ultra-high-net-worth families identify what they want to accomplish with their wealth and how to best achieve those goals. The firm’s approach begins by listening to clients communicate about who they are and what’s important to them. The team at TFO Family Office Partners then uses their expertise in investing, income taxes, estate planning, and family office services to build and implement plans to help clients’ wealth endure life’s inevitable transitions.
TFO Trust Company was formed in direct response to the unique needs and goals of the client families of its parent companies, TFO Family Office Partners and TFO Wealth Partners. Operating under some of the most favorable state tax and trust laws in the country, TFO Trust Company can combine flexible, customized, and personalized service with its expertise in helping to solve the challenges high-net worth and ultra-high-net worth families face. TFO Trust Company is committed to meeting your family’s needs in the role of Trustee, Co-Trustee, or Directed Trustee.
If you are interested in contacting one of the TFO Partners firms, please reach out by clicking on the contact button below.
5060 North 40th Street, Ste 200
Phoenix, AZ 85018