Client Experience
Explore our solutions 
A Customized Suite of Solutions for Individuals, Families, and Businesses
We strive to help each client unite their wealth and goals by providing the advice, resources, and education needed so they can focus on what is most important in their lives.
Our Promise To You
We will be there, and be more, for you and/or your family
When we have a conversation with you, we focus on understanding how you see your wealth contribute meaning, purpose, and happiness to your life. By helping you, your family, and/or your business connect its wealth and purpose, we can help you in achieving the life you want.
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. |
A More Balanced Approach to Your Financial Life
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 Advice
Management - Estate
Coordination* - Tax Planning
and Coordination* - Family
Governance - Family Life
Skills - Philanthropic
Planning & Activities - Corporate Retirement
Plan Services - Wealth Planning and
Family Office
* Tax and Estate information is general in nature. TFO Wealth Partners, LLC is not engaged in the practice of law or accounting; always consult an attorney or tax professional regarding your specific legal or tax situation.
How We Help
We are committed to being more for you and your family. We believe we provide the most value when coordinating the various parts of your family’s financial picture.
Wealth Planning and Family Office Services
Your personal definition of success, with a team to help you get there.
Our 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 Advice Management
Make investment decisions based on data and science, not hunches and forecasts.
Our investment strategies strive to achieve your outcomes while mitigating your risks and expenses.
Tax Planning and Coordination
Keep more of your hard-earned wealth.
Tax planning and coordination services designed to help minimize your tax liabilities and maximize the wealth available for your purpose.
Tax and Estate information is general in nature. TFO Wealth Partners, LLC is not engaged in the practice of law or accounting; always consult an attorney or tax professional regarding your specific legal or tax situation.
Estate Coordination
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.
Tax and Estate information is general in nature. TFO Wealth Partners, LLC is not engaged in the practice of law or accounting; always consult an attorney or tax professional regarding your specific legal or tax situation.
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.
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 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.
Corporate Retirement Plan Services
A personalized investment consulting relationship built around your needs.
Providing much needed fiduciary protection support to plan sponsors by offering professional management of retirement assets.
