Operating under some of the most favorable state tax and trust laws in the country, we can combine flexible, customized, and highly personalized service with our deep expertise in helping to solve the challenges wealthy families face.
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 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 Trust Company was founded by professionals with decades of experience advising affluent families and family offices. We strive to ensure the families we serve feel secure knowing our personalized service, objectivity, and deep expertise will allow their wealth to serve both current and future generations.
President & Director
Vice President & Director