Your Experience
Explore our services
A True Family Office Experience Is More Than Just a Collection of Knowledgeable Professionals. It Requires a Team That Works in Concert.
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.
Your Family’s Experience
- Investment Advisory
Services - Estate and Wealth
Transfer Planning* - Accounting
and Bill Pay - Family Life
Skills - Philanthropic
Planning and
Activities - Family
Governance - Tax Consulting and
Compliance - Wealth Planning and
Family Office
* Always consult an attorney regarding your specific legal situation. TFO Family Office Partners is not engaged in the practice of law.
Wealth shouldn’t feel stressful and complex. We’ve designed your family office experience to give you a sense of:
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. |
The Service Experience We Believe Your Family Deserves
Wealth Planning and Family Office Services
Your personal definition of success, with a team to help you get there.
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.
Investment Advisory Services
Make investment decisions based on data and science, not hunches and forecasts.
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.
Tax Consulting and Compliance
Keep more of your hard-earned wealth.
Comprehensive planning and efficient preparation service designed to minimize your tax liabilities and maximize the wealth available for your purpose.
Estate and Wealth Transfer Planning
Confidence and peace of mind that your wealth ends up where you intend.
Providing clarity and peace of mind that your wealth will benefit those you intend, as efficiently as possible.
* Always consult an attorney regarding your specific legal situation. TFO Family Office Partners is not engaged in the practice of law.
Family Governance
Create a strong foundation for your family to build upon.
Your family’s connections are strengthened when you have a common purpose, clearly defined shared values and a framework for decision-making.
Accounting and Bill Pay
Clarify, control, and simplify your financial world.
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.
Philanthropic Planning and Activities
Maximize your desired impact.
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.
Family Life Skills
Helping your family achieve independence and success.
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.
How Does It Feel When Wealth and Purpose Connect?
Here’s how a few of our client families describe working with us:
Ready to create your wealth and purpose plan?
Getting started is easy. Set a time to talk.
Let’s Talk