For the past 12 years and counting, TFO Family Office Partners has been committed to helping our client families connect their wealth and purpose by providing exceptional service and care. To help fulfill that promise, our growing team has created a culture that celebrates each colleague’s unique attributes, fosters teamwork, and embraces our core values. Our culture continues to create opportunities for our professionals, and we now celebrate expanding our leadership team.

Each member of our partners group has distinguished themselves as a great leader who is focused on our mission of helping our client families connect their wealth and purpose. The enthusiasm, expertise, and commitment of our team is what we believe makes TFO Family Office Partners a remarkable firm.

David, Anthony, and Eric consistently demonstrate a level of commitment to our clients, colleagues, and firm that make them incredible additions to our leadership team.

Please join us in congratulating David, Anthony, and Eric as they join our partnership group.

847-2024-01

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.

813-2023-12

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!

815-2023-12

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.

Over the past 10 years, we have been committed to providing our client families with exceptional service and care while helping them connect their wealth and purpose. To help fulfill that promise, our talented team has built a culture that celebrates each colleague’s unique attributes, fosters teamwork, and embraces our core values. Our culture continues to create opportunities for our professionals and we now celebrate expanding our leadership team.TFO Family Office Partners is excited to announce the promotion of five new partners:

These partners join Scott Horn, Chuck Carroll, and Damon Miller who were designated as partners by our ownership team at the time of our firm’s inception in 2011. Our group of partners has distinguished themselves as great leaders who are focused on our mission of helping our client families connect their wealth and purpose. Their enthusiasm, expertise, and commitment to strive to be more for our clients exemplify what we believe makes TFO Family Office Partners great.

Please join us in congratulating Brittany, Chris, Mason, Donald, and Jacquie, as they join our partnership group.

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