Privacy Policy

TFO Family Office Partners is committed to client confidentiality and the protection of your privacy. The following information is provided, as required by law, to help you understand our privacy policy and how we will handle and maintain confidential personal information as we fulfill our obligations to protect your privacy. “Personal information” refers to the nonpublic personal and financial information obtained by TFO Family Office Partners in connection with carrying out our advisory, tax, accounting, and related family office services.

Information We Collect

TFO Family Office Partners collects personal information as part of our relationship with you to provide client services and to fulfill legal and regulatory requirements. The type of information TFO Family Office Partners collects may include:

• Information TFO Family Office Partners receives from you on forms (such as name, address, Social Security number, profile documents, assets and income).
• Information you provide TFO Family Office Partners directly about your personal finances or personal circumstances or which TFO Family Office Partners may receive from brokerage statements or other information you authorize TFO Family Office Partners to receive.

Information Disclosed In Administering Products and Services

TFO Family Office Partners will not disclose personal information about current or former clients to non-affiliated third parties, except as permitted or required by law or with consent.

In the course of providing our services – including investment advisory, tax, accounting, and related family office services – we rely on various non-affiliated third parties for business and operational support. These third parties may, in the ordinary course of performing services on our behalf, require access to non-public personal information to carry out their responsibilities. TFO Family Office Partners does not sell any personal information about you to any third party.

Information we may share, as applicable, includes your name, address, Social Security number, assets, income, investment holdings and other financial information.

Procedures to Protect Confidentiality and Security of Your Personal Information

TFO Family Office Partners has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. In addition, TFO Family Office Partners maintains physical, electronic and procedural safeguards to guard your nonpublic personal information.

Information We Disclose to Affiliated Third Parties

TFO Family Office Partners may share client non-public personal information with our affiliated entities, which currently include Husch Blackwell, LLP, TFO Wealth Partners, LLC, TFO Trust Company, LLC, and TFO Elevate Partners, LLC, in connection with providing services to clients.

Former Clients

If you decide to close your account(s) or become an inactive client, we will continue to adhere to our privacy policies, which may be amended from time to time, with respect to your nonpublic personal information, subject to applicable legal and regulatory requirements.

SMS Use

TFO Family Office Partners does not share with third party’s opt-in consent data and mobile numbers obtained through SMS communications. TFO Family Office Partners does not sell to third parties any personal information for marketing purposes. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Changes to Our Privacy Policy

TFO Family Office Partners will update its policy and procedures when necessary to ensure that your privacy is maintained and that TFO Family Office Partners conducts business in a way that fulfills our commitment to you. If TFO Family Office Partners makes any material changes in its privacy policy, we will make that information available to clients through our Web site and/or other communications.

Questions

If you have questions about this privacy notice or the privacy of your personal information, please call our main number at 602-466-2611 and ask to speak to the Chief Compliance Officer.

Rev – 1686-2026-04