Your 2025 Tax Reference Sheet is Here!
Planning ahead is key to navigating the complexities of the tax landscape. That’s why we are pleased to provide you with our 2025 Tax Reference Sheet, a convenient resource that offers quick access to important tax-related data points for the year ahead.
TFO Webinar: Expert Insights on Succession & Exit Planning
Succession and exit planning are essential for transforming your business into a valuable asset that aligns with and supports your broader life goals. However, navigating these complex processes can feel overwhelming without expert guidance.
Navigating the Sale of Your Business: Insights from TFO Family Office Partners
Selling a business is a significant journey for owners, often filled with both opportunities and challenges. At TFO Family Office Partners, we specialize in helping business owners prepare for and navigate the business sale process with confidence.
2024 Year-End Planning Checklist
As 2024 draws to a close, it's important to think about your year-end planning. This is the perfect time to take control of your taxes and find ways to lower what you owe the IRS. While your TFO engagement team can help you with specific recommendations, here’s a simple checklist of potential actions to consider before December 31.
Election Day: Don’t Let Politics Cloud Your Portfolio
The Fed Funds rate is the interest rate at which banks make overnight loans to one another. It’s a tool used by the Fed to control the money supply in the U.S. economy and regulate the economy. A September rate cut has been talked about in the media for some time, with many outlets providing forecasts about what it will mean to the financial markets.
Cybersecurity Awareness Month: Key Insights from Our Webinar with BlackCloak
October is Cybersecurity Awareness Month, a time to reflect on the importance of protecting our digital lives. This year, we teamed up with BlackCloak to host an informative webinar featuring CEO Dr. Chris Pierson, who shared invaluable insights tailored for high-net-worth families, corporate executives, and board members.
October is Cybersecurity Awareness Month: Protecting What Matters Most
As we step into October, it's time to spotlight an essential aspect of modern life: cybersecurity. For high-net-worth individuals, safeguarding personal and financial information is not just a precaution—it's a necessity.
Facts and Fantasies about a Fed Rate Cut
The Fed Funds rate is the interest rate at which banks make overnight loans to one another. It’s a tool used by the Fed to control the money supply in the U.S. economy and regulate the economy. A September rate cut has been talked about in the media for some time, with many outlets providing forecasts about what it will mean to the financial markets.
New Partners Announced at TFO Family Office Partners
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 2024 Tax Reference Sheet is Now Available
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.
You Never Know
The holiday season is officially upon us, and with it comes our annual opportunity to gather with family and friends and share joy with those we love. If you’re anything like me, those family gatherings also provide a great opportunity to smile and raise a glass to fond memories and funny stories about loved ones who are no longer with us.
2023 Year-End Planning: Control The Things You Can
As we head for the year’s home stretch, there is a host of planning items you should consider as well as some general information you should be aware of for the coming year.
We Hosted a Special Evening with Bestselling Author Ron Lieber
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.”
Our 2023 Tax Reference Sheet is Now Available
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.
It’s Your Money…Who Decides How Your Charitable $$ Will Be Spent?
When you give $100 to your favorite charity, you are probably not overly concerned about how your donation is spent, as long as it advances the mission of the charity. On the other hand, if you are making a large donation, it is more likely that you have specific goals in mind, whether to fund a particular program or support another endeavor. This desire to specify exactly where your donation dollars will go may jeopardize your ability to claim an income tax deduction. Therefore, proper planning is essential.
New Partners Announced at TFO Family Office Partners
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.
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