Staying ahead of tax changes can make all the difference when preparing for the year to come. That’s why we’re excited to share our 2026 Tax Reference Sheet—a handy guide that puts key tax figures for the upcoming year right at your fingertips.
From updated tax brackets to new contribution limits and other important information, this resource is designed to keep you up to date. If you have questions or need additional support, please reach out to your tax advisor.
1587-2025-12
Giving back can be one of the most meaningful and fulfilling parts of life. Whether it’s contributing to causes close to your heart or making a tangible difference in your community, philanthropy allows you to live your values and leave a lasting legacy.
But with so many causes, organizations, and opportunities out there, it’s natural to wonder: Where do I begin?
That’s where we come in.
At TFO, we believe that philanthropy should be a reflection of your personal journey, your passions, your experiences, and the values that define you. Whether you’re just starting to think about charitable giving or looking to refine your approach, we’re here to help you navigate the path with clarity and purpose.
A Tool to Help You Get Started
To support your journey, we’ve created a thoughtful and easy-to-use Philanthropic Discovery Questionnaire. This tool is designed to help you reflect on what matters most to you and identify the causes that align with your values.
The questions are simple but powerful. They prompt you to consider:
Your responses can serve as a personal roadmap, helping you uncover ways to turn your passions into purposeful giving.
Why It Matters
Philanthropy is more than writing a check. It’s an opportunity to connect generations, strengthen communities, and support the people and causes you care about. When your giving reflects your true values, it becomes not just generous, but deeply joyful.
Ready to Begin?
Download our Philanthropic Discovery Questionnaire:
Start exploring what giving back looks like for you and your family.
Whether you’re hoping to build a family tradition of giving, leave a legacy, or simply find a more intentional way to support what you care about, this tool is a great first step.
Let your journey toward meaningful impact begin today.
1499-2025-07
We invite you to join us on Thursday, August 14 from 4:00 PM to 5:00 PM (Arizona time) for a webinar on the One Big Beautiful Bill Act (OBBBA).
Join Mason Longstreth, Director of Tax and Partner at TFO, and Spencer Wright, Family Tax Strategist, for a discussion and summary of the One Big Beautiful Bill Act.
This webinar will offer a high-level overview of the OBBBA and highlight tax and planning implications that may be relevant to families and business owners.
Bring questions for a brief Q&A session at the end of the webinar.
When: Thursday, August 14
Time: 4:00 PM – 5:00 PM (MST)
Where: Hosted via Zoom
1491-2025-07
On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (“OBBBA”) into law following its passage through both the House and Senate. The legislation represents the most significant tax overhaul since the Tax Cuts and Jobs Act (“TCJA”) of 2017 and includes sweeping extensions, new deductions, and structural reforms.
Key components include:
Note: This summary focuses on factual updates and forward-looking planning implications. It does not address the bill’s funding sources, budget scoring, or political dynamics.
1. Permanent Extension of 2017 TCJA Tax Cuts
Why this matters: Provides long-term clarity and prevents tax increases that would have impacted many households and business owners.
2. Estate and Gift Tax Changes
Why this matters: Prior to the OBBBA, the Life-Time Gift and Estate Tax Exemption was scheduled to revert back to the pre-TCJA amount of approximately $7M (after adjustment for inflation) for individuals. The OBBBA makes permanent the $15 million exemption per individual and provides clarity for long-term gifting and trust planning.
3. QBI Deduction (199A) Enhancement
The Section 199A deduction for Qualified Business Income has been made permanent. For tax years beginning after Dec. 31, 2025, the income limitation phase-in will be increased from $50,000 to $75,000 for individuals (from $100,000 to $150,000 for joint filers). The enhancement also creates a minimum deduction of $400 for taxpayers with $1,000 or more of qualified business income (QBI) for material participants.
Why this matters: Offers an additional planning lever for private business owners and family office structures.
Planning action: Review pass-through structure design and consider aggregating income thresholds for optimal QBI efficiency.
4. State & Local Tax (SALT) Deduction Reform
Why this matters: This five-year window may offer meaningful relief for residents in high-tax states, especially for those under the AGI phaseout threshold. However, the benefit phases out quickly for higher earners, and the change is not permanent.
Planning action: Work to coordinate itemized deductions, explore timing opportunities, and evaluate PTE elections during the expanded window. Bunching deductions and managing Modified Adjusted Gross Income (“MAGI”) can improve outcomes for those near the thresholds.
5. Alternative Minimum Tax (“AMT”) Exemption Expansion
Why this matters: Reduces AMT exposure for trusts and high earners with large deductibles.
6. Trump Accounts: A New Long-Term Savings Vehicle
Why this matters: Trump Accounts offer a hybrid between 529 plans and Roth IRAs, encouraging early contributions, investment growth, and flexible use for life milestones. For families with long-term gifting goals, this adds a new, tax-efficient option for intergenerational planning.
Planning action: Distributions from Trump Accounts are taxed at ordinary income tax rates unless the distributions are used for a “qualifying purpose.” The OBBBA considers higher education expenses, small business expenses, and a first-home purchase as qualifying purposes.
7. Business Incentives
Why this matters: Provides strong incentives for business reinvestment and capital expenditures, particularly in U.S.-based operations.
Planning action: Evaluate timing of large capital purchases and potential benefits from accelerated depreciation schedules under the updated rules.
Standard Deduction
Increased with additional inflation adjustment after 2025; $15,750 Single, $31,500 Joint, plus a temporary $6,000 increase (in addition to existing extra deduction already available to older adults) for eligible seniors through 2028.
Child Tax Credit
Raised to $2,200 starting in 2025, indexed to inflation thereafter.
529 Expansion
Covers homeschooling, licenses, certifications.
ABLE Accounts
Increased limits extended, 529 rollovers allowed.
Car Loan Interest Deduction
Up to $10,000 deduction (itemizers and non-itemizers) on new car loans through 2028 for U.S.-assembled vehicles; income limits apply
Repeal of Clean Energy Credits
Eliminates tax credits related to solar, EV, and energy-efficient home upgrades starting 2026.
HSA Changes
Eligibility expanded, catch-ups allowed, and new expenses (e.g., gym memberships) covered.
No Tax Overtime/Tips
All tips and overtime pay are still subject to income and FICA taxes and must be reported on the taxpayer’s individual income tax return. The OBBBA allows an income tax deduction (itemizers and non-itemizers) for moderate and lower income taxpayers to reduce their reported tip and overtime income.
Charitable Deductions
A floor of 0.5% on itemized deductions for charitable contributions (1.0% for Corporations). The OBBBA also creates a permanent up to $1,000 deduction ($2,000 for joint filers) for charitable contributions made by taxpayers who don’t itemize their deductions.
Itemized Deductions
Temporary changes to how itemized deductions were calculated, are now made permanent, including the limitation on personal casualty losses, elimination of miscellaneous itemized deductions for employee business and investment expenses, and the elimination of the Pease limitation (which reduced overall itemized deductions for higher income taxpayers).
The OBBBA introduces meaningful long-term certainty around wealth transfer, business ownership, and savings strategies. For families with complex financial lives, trust structures, or intergenerational goals, this bill opens new doors and reinforces the need for a coordinated plan.
We’ll continue to assess how these provisions interact with state-level changes and international considerations. In the meantime, if you have any questions, we encourage you to reach out to legal counsel or your TFO Engagement Team.
Source:
Text of OBBBA – Congress.gov
Important Disclosures:
Certain information herein has been obtained from third party sources and, although believed to be reliable, has not been independently verified and its accuracy or completeness cannot be guaranteed. No representation is made with respect to the accuracy, completeness, or timeliness of this document. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. TFO Family Office Partners (“TFO”) is not engaged in the practice of law.
This document may contain forward-looking statements. Forward-looking statements may be identified by the use of such words as; “believe,” “expect,” “anticipate,” “should,” “planned,” “estimated,” “potential” and other similar terms. All forward-looking statements are subject to various factors, including, but not limited to changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Take caution to not place undue reliance on any forward-looking statements or examples. None of TFO’s or any of its affiliates or principals nor any other individual or entity assumes any obligation to update any forward-looking statements as a result of new information, subsequent events or any other circumstances. All statements made herein speak only as of the date that they were made.
TFO is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser has attained a particular level of skill or ability.
As always, please keep us apprised, in writing, of any changes to your personal/financial situation or investment objectives. Also, if you would like to add or modify, any reasonable restrictions to our investment advisory services, please contact us so we may evaluate and properly manage your account(s) and service you. We shall continue to rely on the accuracy of information that you have provided.
1478-2025-07
By Chuck Carroll
Chief Investment Officer
Investing can often feel like navigating uncharted waters, filled with uncertainty, risk, and endless opinions on what strategies work best. At TFO Family Office Partners, we believe a disciplined, evidence-based approach is key to long-term success. Chuck Carroll, our Chief Investment Officer with over 30 years of experience, shares the guiding principles behind TFO’s investment philosophy. From understanding risk and return to embracing diversification and minimizing fees, these insights provide a framework for making informed investment decisions that align with your financial goals.
History tells us that stocks have generally outperformed bonds, particularly over longer holding periods. Unfortunately, that fact alone doesn’t tell us how to invest, as those incremental returns aren’t a “free lunch”.
Stocks have also exhibited greater volatility than bonds, with the global stock market experiencing a decline in roughly 1 out of 4 years.
Source: Dimensional Returns 3.0 Software. See important disclosures at the end of this blog post.
What’s the right mix of stocks and bonds for you? There’s no universal answer to that question but thinking about:
Keeping these three topics in mind can help you and your advisor build the right portfolio.
Some investors are surprised to learn that there’s no pattern to help predict which area of the market is going to outperform next. But that doesn’t stop them from making big bets and trying to win against the odds. A better antidote for the perpetual uncertainty of the markets is a well-diversified portfolio.
Although diversification is no guarantee of success, thoughtfully allocating capital across many different securities, sectors, and types of investments can help investors efficiently capture the returns that the markets provide so that your financial goals aren’t riding on a potentially misguided bet.
Source: Dimensional Returns 3.0 Software. See important disclosures at the end of this blog post.
Most investors think successful investing is about whether they should get in or out of the market, what stocks to pick, or finding the next superstar fund manager.
Unfortunately, they often overlook two elements that appear simple but can be tremendously impactful on their wealth: Reducing investment manager fees and minimizing taxes. Studies* have shown that the old phrase “you get what you pay for” doesn’t apply in investing. Instead, there’s strong evidence of the opposite: Lower-fee strategies generally produce better results for their investors. Similarly, embracing tax-reduction techniques such as minimizing portfolio trading, being aware of holding periods when trading, and strategic tax loss harvesting can have a dramatic impact on wealth. After all, it’s not what you make that matters, it’s what you keep.
*Source: “What Worked for Fund Investors? Pinching Pennies and Letting Winners Run”. Morningstar.com, February 7, 2025 (https://www.morningstar.com/funds/what-worked-fund-investors-pinching-pennies-letting-winners-run)
See important disclosures at the end of this blog. The portfolios above each assume a gross-of-fee, pre-tax return of 10%. “High Fee” = 1.20% annually. “Low Fee” = 0.20% annually. “High Turnover” = 50% of annual gain realized. “Low Turnover” = 5% of annual gain realized. Tax rate of 26.3%.
Old-school investors pride themselves on their supposed “feel” for the markets, and their hunches about what direction a stock might head. They might spend time reading company reports, or interviewing company management to try to form an opinion about the stock. But over the past few decades, academic research has played a powerful role in helping investors understand markets, and how to appropriately assess the odds of their investment decisions.
One important finding is that companies with certain characteristics, such as relative price (“value”), small capitalization (“size”) and high historical profits (“profitability), generally have higher expected returns than companies lacking these characteristics. While there’s no guarantee that past results will repeat, history seems to indicate that “tilting” a diversified stock portfolio toward companies with these attributes could potentially reward investors over the long-term.
Source: DFA. Time periods shown are longest periods for which data is available. DFA’s index descriptions are available upon request. See important disclosures at the end of this document.
The famous phrase “we have seen the enemy, and it is us”, is an unfortunate truth in investing. Staying the course with your investment strategy through market gyrations can be really challenging.
But gaining an understanding of market history and using it to shape our expectations can help us be more disciplined and avoid costly mistakes. For example, it might be surprising to learn that in most years the S&P 500 Index experiences a decline of more than 10% at some point in the year.
Despite those intra-year declines, the index has produced an average return of 13% in calendar years going back to 1980. Being disciplined becomes a little easier if we learn to expect stock market declines, and see them as a normal part of successful investing.
Data Source: Dimensional Returns 3.0. See important disclosures at the end of this document.
Important Disclosures
Advisory services are provided by TFO Family Office Partners(“TFO”). TFO is registered with the U.S. Securities and Exchange Commission (SEC) and only transacts business in the U.S. in states where it is properly notice filed or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the SEC or any other securities regulator and does not mean the advisor has attained a particular level of skill or ability.
TFO is not engaged in the practice of law and any advice provided should not be construed as legal advice. The information discussed and presented herein is intended to serve as a basis for further discussion with your financial, legal, tax and/or accounting advisors. It is not a substitute for competent advice from these advisors.
Content should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial advisor prior to implementation.
The information contained herein is based upon certain assumptions, theories and principles that do not completely or accurately reflect your specific circumstances. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any securities or investment advisory services where such an offer would not be legal. Furthermore, this material may contain certain forward-looking statements that indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed herein will come to pass.
This presentation, as well as educational content, charts, tables, and all other information contained herein is protected by copyright and intellectual property laws and may not be altered, reproduced, distributed, sold, published, or edited at any time without the express, written consent of TFO. Information presented within may be copied and quoted in proper context, provided proper attribution is given to TFO.
All investment strategies have the potential for profit or loss. There can be no guarantee that investment goals will be achieved, and there can be no assurance that any specific investment or strategy will be profitable.
Different types of investments involve varying degrees of risk. Past performance may not be indicative of future results. No current or prospective client should assume that the future performance of any specific investment or strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio.
Content should not be viewed as personalized investment advice. Market events and other factors may affect the reliability of the potential outcomes. Simulated growth is purely hypothetical and does not represent actual performance.
Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There can be no assurances that a client’s portfolio will match or exceed any particular benchmark. Target asset allocations may differ from illustrations due to market conditions and investment decisions. There can be no guarantee that target allocations will be achieved. Target cash flow and target long-term returns are gross of fees and do not show the impact of advisory fees on those returns. Projections are based on assumptions that may not come to pass.
1404-2025-05
As the school year winds down and summer approaches, families everywhere are gearing up for travel and adventure. Summer vacations are more than just a break, they’re a chance to create lasting memories, explore new passions, and reconnect with loved ones. Now is the perfect time to start planning your next getaway, whether it’s a relaxing beach retreat, a cultural city tour, or an action-packed family adventure. With the latest technology at your fingertips, you can streamline your trip, personalize your experiences, and make every moment even more memorable.
1. Personalized Travel Apps for Luxury Experiences
High-end travel apps, such as Inspirato, Black Tomato, and Prior, provide bespoke travel planning services. These platforms curate one-of-a-kind itineraries, exclusive events, and VIP access to premier experiences around the world. They’re designed to save time while ensuring your trips are tailored to your family’s unique preferences.
2. AI-Driven Itinerary Planning
Artificial intelligence (AI) has revolutionized the way travelers plan their journeys. Tools like ChatGPT, Roam Around, and others can suggest itineraries based on your desired travel style, interests, and destination. High-net-worth families can leverage AI to find exclusive experiences, such as private tours, hidden luxury accommodations, and personalized dining recommendations, ensuring that no detail is overlooked.
3. Private Aviation Technology
Advancements in private jet booking platforms like NetJets, XO, and FlyHouse allow families to secure private charters with ease. These apps provide real-time updates, offer personalized concierge services, and even allow for shared flights within exclusive networks.
4. Smart Luggage and Travel Accessories
Investing in smart luggage, such as Away’s tech-enabled suitcases or Rimowa’s connected bags, can add both convenience and security to your journeys. Features include GPS tracking, built-in power banks, and automated weight detection to streamline your travel experience.
5. Immersive Virtual Reality Previews
Virtual reality (VR) technology allows families to preview destinations and accommodations before booking. Platforms like Virtuoso or XplorIt offer immersive previews of luxury resorts, yachts, and vacation villas. This ensures your travel choices align with your expectations, offering peace of mind and confidence in your plans.
6. Health and Wellness Travel Tech
For families focusing on wellness, wearable tech like Oura Rings or Whoop Bands can track health metrics during travel. Many luxury resorts now integrate health data into their wellness packages, offering personalized treatments based on your preferences and needs.
7. Language Translation and Local Insights
Tech-savvy tools like Pocketalk or the Google Translate app are must-haves for international travel. These devices provide real-time translation for seamless communication with locals. Additionally, apps like Culture Trip and Eatwith connect you with authentic, local experiences curated for discerning travelers.
8. Private Travel Security Technology
Ensuring safety while traveling is paramount. Services like GeoSure provide real-time safety insights based on your destination, while technology like biometric identification (used at private terminals) ensures secure and seamless transitions during international travel.
9. Global Connectivity with Mobile Hotspots
Stay connected anywhere in the world with devices like Skyroam or Solis, which offer global mobile hotspots. These tools ensure uninterrupted access to emails, family updates, or digital resources no matter how remote your destination.
Traveling with Purpose
Technology is revolutionizing luxury travel, offering high-net-worth families greater efficiency, security, and personalization. By integrating these cutting-edge innovations, travelers can increase their chances of enjoying seamless, stress-free experiences that enhance every journey. Whether flying private, booking exclusive getaways, or ensuring security while abroad, these advancements make luxury travel more accessible and we hope more enjoyable than ever before.
Important Disclosures
TFO Family Office Partners (“TFO”) encourages you to perform your own due diligence review on any service provider or technology product referenced, referred to, or recommended. You are under no obligation to engage the services of any such professionals or use any such technology solutions. TFO is not involved with any services provided by these professionals or products. You retain absolute discretion over all such implementation decisions and are free to accept or reject any recommendation from TFO. This Article is being provided for informational purposes only, does not constitute investment advice. TFO does not provide any guarantee, express or implied, that the information presented is accurate or timely, and does not contain inadvertent technical or factual inaccuracies.
1349-2025-03
Deciding whether your children or family members are ready to join or take over the family business is one of the most pivotal choices you’ll face as a business owner. It’s a decision that goes far beyond just qualifications—it impacts the future of your company, the dynamics within your family, and the legacy you hope to leave behind. Evaluating readiness takes careful consideration, introspection, and, often, conversations that aren’t always easy but are vital to helping work towards long-term success for both the business and the family.
Assessing Personal Interest and Commitment
The first and perhaps most important consideration is whether your children or family members truly want to be part of the family business. Interest and passion are foundational elements of success. Without genuine enthusiasm for the work, they may struggle to remain engaged or to weather the inevitable challenges of running a business.
It’s also essential to evaluate their commitment. Do they understand the demands of the role they’re stepping into? Joining or leading a business often requires long hours, difficult decision-making, and a willingness to put the needs of the company first. These are not responsibilities to be taken lightly, and their willingness to embrace them can be a strong indicator of readiness.
Ask questions like:
Open conversations around these topics can clarify not only their intentions but also whether their motivations align with the business’s needs.
Evaluating Skills and Experience
While personal interest is crucial, it must be paired with the right skillset and experience. Consider whether they’ve acquired the tools necessary to succeed in their role. Have they pursued relevant education? Degrees in business management, finance, or industry-specific areas can serve as a strong foundation.
Experience, particularly outside the family business, can be even more valuable. Working in other companies allows them to develop new skills, build professional confidence, and gain perspectives that can benefit your business. Many family businesses encourage the next generation to spend a few years working elsewhere before joining. It gives them the chance to establish themselves outside the family dynamic and learn how businesses operate in a variety of environments.
Once they’re ready to join, creating a pathway for development within the family business is equally important. Rather than immediately stepping into a leadership role, encourage them to take on smaller responsibilities first. This approach not only helps them gain hands-on experience but also builds credibility with other employees.
Understanding Leadership Qualities
For family members who aspire to leadership roles, assessing their ability to lead effectively is essential. Leadership is about more than just decision-making—it’s about inspiring and managing people, navigating conflict, and maintaining composure under pressure. Do they have the communication skills to build trust with employees? Are they decisive yet open to feedback?
Emotional intelligence is another critical trait. Leaders who can manage their emotions, empathize with others, and handle interpersonal challenges with grace are better equipped to lead a team and maintain a positive company culture. Pay attention to how they handle stress and resolve disagreements—these moments often reveal whether someone is ready to lead.
Compatibility with Family and Business Values
Family businesses are often built on shared values, and continuity of those values is critical to sustaining the legacy. Assess whether the family members you’re considering share the core principles that drive your business forward. Do they understand and respect the culture, traditions, and practices that have contributed to its success?
This alignment goes beyond business strategy—it also extends to relationships within the family. Tensions can arise when personal values or goals don’t align, so it’s important to have open discussions about expectations, both for the business and the family.
Planning for Succession and Transition
Even if your children or family members demonstrate interest, skills, and leadership ability, stepping into a major role can be overwhelming without the right preparation. That’s why planning for succession is just as important as evaluating readiness.
A structured training program can ease the transition. This program might involve mentorship from senior leaders, formal training sessions, or shadowing you or other executives. By creating a clear path for growth, you can help them build the confidence and competence they’ll need to thrive.
A gradual transition of leadership is another critical step. Allowing family members to ease into their roles over time can help them gain the necessary experience and trust of other employees. This approach also allows for knowledge transfer and minimizes disruptions to the business.
Seeking Objective Perspectives
Sometimes, it’s hard to separate your role as a parent or family member from your role as a business owner. That’s where an objective perspective can be invaluable. Consider bringing in an advisor, consultant, or mentor to evaluate readiness. These external parties can provide unbiased feedback on whether a family member is equipped to take on more responsibility or step into a leadership role.
Feedback from non-family employees can also offer helpful insights. Those who have worked closely with your children or family members may be able to identify strengths and areas for growth that you might overlook.
Conclusion
Evaluating the readiness of children or family members to join or take over the family business is a complex and deeply personal process. It requires balancing the needs of the business with the goals and aspirations of the family, all while preserving the relationships and legacy that matter most. By considering their interest, skills, leadership qualities, and alignment with family values—and by creating a structured plan for their development—you can make thoughtful decisions that may help ensure the continued success of your business for generations to come.
About TFO Family Office Partners:
TFO Family Office Partners is a wealth management firm based in Phoenix, AZ, specializing in helping families nationwide thrive by Connecting Wealth and Purpose®. Our experienced team offers comprehensive services, including investment advisory, estate planning, wealth planning, accounting and bill pay, family life skills, tax consulting and compliance, philanthropic planning, and family governance.
1309-2025-02
What is a Multi-Family Office? A Guide for Ultra-High-Net-Worth Families
For ultra-high-net-worth families, managing wealth is about more than just investment portfolios, it’s about legacy, strategic planning, and effective coordination of financial affairs. This is where a Multi-Family Office (MFO) comes in.
Understanding a Multi-Family Office
A Multi-Family Office (MFO) is a financial advisory firm that provides comprehensive wealth management services to multiple affluent families. Unlike a Single-Family Office (SFO), which serves just one family, an MFO offers a shared platform, allowing families to benefit from a broader range of expertise, institutional-level resources, and cost efficiencies.
What Does a Multi-Family Office Do?
An MFO acts as a centralized hub for managing all aspects of a family’s financial life. These services include:
Why Ultra-High-Net-Worth Families May Choose a Multi-Family Office
Is a Multi-Family Office Right for You?
For ultra-high-net-worth families looking for a well-rounded approach to managing their financial affairs, a Multi-Family Office may provide a valuable solution. By offering tailored strategies and expert insights, an MFO works to help families preserve, grow, and transition their wealth according to their unique vision.
At TFO Family Office Partners, we specialize in guiding ultra-high-net-worth families through many aspects of wealth management. Contact us to learn how we can help you create a legacy.
About TFO Family Office Partners:
TFO Family Office Partners is a wealth management firm based in Phoenix, AZ, specializing in helping families nationwide thrive by Connecting Wealth and Purpose®. Our experienced team offers comprehensive services, including investment advisory, estate planning, wealth planning, accounting and bill pay, family life skills, tax consulting and compliance, philanthropic planning, and family governance.
Important Disclosures:
Always consult an attorney or tax professional regarding your specific legal or tax situation. TFO Family Office Partners (“TFO”) is not engaged in the practice of law.
TFO is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser has attained a particular level of skill or ability.
1318-2025-02
Are you looking for a system to scale your business, align your leadership team, and drive long-term success? Join TFO Family Office Partners for a webinar featuring Jeremy Macliver, Expert EOS Implementer, as he introduces the Entrepreneurial Operating System (EOS), a powerful framework designed to help business owners gain clarity, strengthen leadership, and optimize operations.
What You’ll Learn in This Webinar
During this session, Jeremy will break down the essential elements for ensuring your team is fully aligned with your vision, fostering a high-performance culture of accountability, and building a business story that’s worth sharing.
Whether you’re a seasoned entrepreneur or a business leader looking to streamline operations, this webinar will provide actionable strategies to help you gain traction and scale effectively.
When: Thursday, March 20
Time: 4-5 p.m. PT
Where: Zoom Webinar
Don’t miss this opportunity to learn how EOS can transform the way you run your business!
1297-2025-02
Planning ahead is key to navigating the complexities of the tax landscape. That’s why we are pleased to provide you with our 2025 Tax Reference Sheet, a convenient resource that offers quick access to important tax-related data points for the year ahead.
Whether you’re looking for updated tax brackets, contribution limits, or other essential figures, this guide is here to help you stay informed. Should you have any questions or need further information, our dedicated team of tax professionals is just a call or email away. Their contact details can be found at the bottom of the sheet.
As always, we are here to help and are committed to supporting you with the insights and resources you need.
1256-2025-01
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