TFO Family Office Partners

The true value of your wealth isn’t what’s shown on a statement. It’s about empowering you toward your specific purpose. That’s how TFO Family Office Partners can help.

Wealth shouldn’t feel stressful and complex. We’ve designed your family office experience to give you a sense of:

• Care
• Vision
• Confidence
• Freedom

A true family office experience is more than just a collection of knowledgeable professionals. It requires a team that works in concert to provide the experience your family deserves across a wide range of services:

• Wealth Planning and Family Office Services
• Investment Advisory Services
• Tax Consulting and Compliance
• Estate and Wealth Transfer Planning
• Family Governance
• Accounting and Bill Pay
• Philanthropic Planning and Activities
• Family Life Skills