Scam activity continues to rise at an alarming pace. According to the FBI’s 2025 Internet Crime Complaint Center (IC3), Americans reported over 1 million online scam complaints and over $20 billion in losses—a 26% increase from 2024.¹

These scams often target individuals with larger or more complex accounts, making it especially important to stay alert.

To help address this, TFO Family Office Partners has partnered with R.O.S.E. (Resources/Outreach to Safeguard the Elderly), a nonprofit focused on fraud education. We will be sharing fraud awareness resources to help you spot warning signs and better protect yourself from scams.

R.O.S.E. has  created an “Anatomy of a Scam” infographic that shows how most scams follow a similar pattern:

• Initial contact – an unexpected message, call, or alert
• A compelling story – urgency or pressure to act quickly
• A payment request – instructions that seem routine but are not

Scammers often impersonate trusted organizations, create a sense of urgency, and push for quick decisions. Recognizing this pattern can help you pause and avoid costly mistakes.

What you can do:

• Slow down—urgent requests are a major warning sign
• Verify requests using a known, trusted contact method
• Contact a member of your engagement team before sending money or sharing sensitive information

We will continue sharing practical resources and updates to help protect you. Supporting your financial well-being goes beyond managing investments—it includes helping you stay informed and protected from fraud.

To learn more about R.O.S.E., visit: www.roseadvocacy.org

¹ Federal Bureau of Investigation, 2025 Internet Crime Complaint Center (IC3) Annual Report.

Important Information:
This material is for informational purposes only and is intended to help raise awareness of fraud risks. It is not a guarantee against fraud or financial loss. References to third-party organizations, including R.O.S.E., are provided for educational purposes only and do not constitute an endorsement or affiliation unless otherwise stated.

If you receive a suspicious request involving your accounts or personal information, please contact our office directly using a known, trusted phone number before taking any action.

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.

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.

Our 2024 Tax Reference Sheet is now available. This resource is being provided to allow you quick access to tax-related data points that may impact you over the 2024 tax year.

If you have any questions about the information on this guide or do not find the information you need, please contact any of our tax professionals listed at the bottom of the sheet. As always, we stand ready to help you get the answers you need.

Click here to download the pdf.

We were thrilled to recently host best-selling author and New York Times Columnist Ron Lieber at Brophy College Preparatory. Ron spoke to our client families and Brophy parents on the topic of “Raising Kids Who Are Grounded, Generous, and Smart About Money.” Ron’s talk focused on how to help the next generation make better financial decisions, implement better habits, and develop the tools they will need to be mature beyond their years. Thank you, Ron, for helping make this a memorable evening for our client families!

Our 2023 Tax Reference Sheet is now available. This resource is being provided to allow you quick access to tax-related data points that may impact you over the 2023 tax year.

If you have any questions about the information on this guide or do not find the information you need, please contact any of our tax professionals listed at the bottom of the sheet. As always, we stand ready to help you get the answers you need.

Click here to download the pdf.