Connecting wealth and purpose happens when an integrated firm of advisers collaborates to provide your family with efficient, bespoke solutions tailored to your specific needs. And the experience can be remarkable.
Care |
Know that your family is embraced by a team with clear heads and full hearts. |
Vision |
Clarity around what you have today, where you want to go, and what’s most important to you. |
Confidence |
Know you have a thoughtful plan built around your purpose, and a team on your “side of the table” to help you make informed decisions as your life evolves. |
Freedom |
Simplify your life by off-loading the complexities of wealth to our team, letting you spend time on the things in your world that you feel passionate about. |
Our “Path to Purpose” process creates a customized plan for you to achieve your definition of success, with a team of experienced guides at your side to coordinate the day-to-day activities and keep everything on track.
Our evidence-based approach uses strategies that we believe put the odds of success in your favor, while being keenly sensitive to risks and costs.
Comprehensive planning and efficient preparation service designed to minimize your tax liabilities and maximize the wealth available for your purpose.
Providing clarity and peace of mind that your wealth will benefit those you intend, as efficiently as possible.
Your family’s connections are strengthened when you have a common purpose, clearly defined shared values and a framework for decision-making.
Beyond just streamlining your life by making payments, our approach gives you a clear picture and control of your finances through an automated, secure process.
Our thorough approach ensures that you aren’t just giving away money; you’re confident that your wealth is efficiently enabling the organizations and activities that you are passionate about.
Our proprietary TFO Life Academy helps family members obtain financial fluency, life skills, stronger connections amongst their family, and a sense of purpose and motivation.
Here’s how a few of our client families describe working with us: