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.
|Know that your family is embraced by a team with clear heads and full hearts.|
|Clarity around what you have today, where you want to go, and what’s most important to you.|
|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.|
|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.|
Wealth Planning and Family Office
Investment Advisory Services
Tax Consulting and Compliance
Estate and Wealth Transfer Planning
Family Life Skills
Philanthropic Planning and Activities
Accounting and Bill Pay
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:
More than an investment solution. Builds a comprehensive family understanding of resources, risk, future planning, and family values.TFO Client Family
You help in all areas at all stages of life to plan for a better future.TFO Client Family
Exceptional service from extremely knowledgeable professionals who care. Brilliant, hard working, responsive and caring.TFO Client Family
My family feels so blessed to have the TFO team as part of our lives. Thank you!TFO Client Family
We are grateful for the thoughtful and kind employees you hire. You all do a great job of hiring people. Patience, kindness and flexibility have been consistently demonstrated by everyone with whom we have had contact at TFO.TFO Client Family
The best financial advisory services company that I’ve ever worked with. Especially good for multi-generational family advisory. Fun, caring, smart, passionate people.TFO Client Family
Financial management and tax, but with a very personal touch rather than an institutional feel. The TFO crew acts like a team, and not individuals under a big corporate umbrella.TFO Client Family
These statements are testimonials given by current or former clients and no compensation was provided for these testimonials.
Getting started is easy. Set a time to talk.Let’s Talk