A Network of Firms Committed to Helping Families Thrive by Connecting Their Wealth and Purpose

It’s what we do.

Life and wealth don’t need to be so complex.

Whether you’re an individual, family, and/or business owner, TFO Partners’ family of firms seeks to align all parts for your financial life and provide a clear path for realizing your ideal future.

Learn more about the TFO Partners Firms

TFO Partners is a family of wealth management, family office, and trust services firms committed to doing more for individuals, families, and closely-held businesses.

This group of firms share a commitment to providing a personalized approach to helping clients connect their wealth and purpose. This is done through a customized suite of solutions including wealth management, investment advisory, family office services, estate planning, tax consulting and compliance, trust services, family governance and education, and so much more. Life and wealth don’t need to be so complex. The firms associated with TFO Partners stand ready to help.

The Family of Firms

Specialized Teams Coordinating Many Aspects of Your Financial Life

Every family is unique, which in turn, requires a specialized approach to creating a plan that matches those needs. There are three distinct firms which can help solve the various parts of your financial puzzle.

TFO Wealth Partners

Wealth Management Services for Families and Businesses

TFO Wealth Partners is a wealth management firm built to help families and businesses define and achieve their unique goals. The firm’s team combines this focus of aligning each client’s wealth, goals, and values with an academically-based investment philosophy, portfolio development, and a fiduciary standard of care. Together, TFO Wealth Partners strives to provide the advice, resources, and education they believe families need so they may focus on what is most important in their lives.

Wealth Planning and Family Office
Estate and Wealth Transfer Planning
Family Governance
Tax Planning and Coordination
Investment Advice Management
Corporate Retirement Plans
Family Life Skills
Philanthropic Planning and Activities

Visit TFO Wealth Partners Website

TFO Family Office Partners

Family Office Services for Families and Businesses

TFO Family Office Partners’ mission is empowering families to thrive by Connecting Wealth and Purpose^®. TFO Family Office Partners helps high-net-worth and ultra-high-net-worth families identify what they want to accomplish with their wealth and how to best achieve those goals. The firm’s approach begins by listening to clients communicate about who they are and what’s important to them. The team at TFO Family Office Partners then uses their expertise in investing, income taxes, estate planning, and family office services to build and implement plans to help clients’ wealth endure life’s inevitable transitions.

Wealth Planning and Family Office
Investment Advisory Services
Tax Consulting and Compliance
Estate and Wealth Transfer Planning
Family Governance
Accounting and Bill Pay
Philanthropic Planning and Activities
Family Life Skills

Visit TFO Family Office Partners Website

TFO Trust Company

Connecting, Growing, Empowering Through Customized Trust Services

TFO Trust Company was formed in direct response to the unique needs and goals of the client families of its parent companies, TFO Family Office Partners and TFO Wealth Partners. Operating under some of the most favorable state tax and trust laws in the country, TFO Trust Company can combine flexible, customized, and personalized service with its expertise in helping to solve the challenges high-net worth and ultra-high-net worth families face. TFO Trust Company is committed to meeting your family’s needs in the role of Trustee, Co-Trustee, or Directed Trustee.

Trustee Services
Co-Trustee Services
Directed Trustee Services

Visit TFO Trust Company Website

CAREER OPPORTUNITIES ACROSS THE TFO PARTNERS FIRMS

Together, We Can Do Great Things!

Each firm is always in search for good, hard-working, and caring people who share in their mission for helping families. If you are looking for a fun, challenging, and fast-paced environment, one of the TFO Partners firms might be the place for you. Check out the open positions across the organizations.