How We Help

Wealth Planning and Family Office Services

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.

Questions That Might Be On Your Mind

  • How can my family determine our priorities and the purpose for our wealth?
  • What’s the likelihood that my desired lifestyle is sustainable? Are my goals too lofty or too conservative? What are the key variables that will drive my financial future?
  • What does my entire balance sheet, both my assets and liabilities, look like? Are there any trends I should be concerned about?
  • Are all aspects of my financial life coordinated and implemented in a manner consistent with my goals?
  • If something happens to me, who will be there to help my family manage their financial affairs?
  • What’s the potential value of my eventual estate? Is my potential legacy aligned with my goals?

You might be worried about an upcoming life event—A career change, the sale of your business, a divorce, or a potential inheritance. Or you may simply be feeling uneasy about your financial path and seeking clarity to where it might lead.


Our clients’ lives change every day, and for us, helping families is about not only being there in a time of need but being more than they would expect. That is the experience they deserve, and this is what we strive to deliver at TFO.

Brady FineskePresident and Family Wealth Strategist Get to know our teamarrow quote

Planning is critical, but we don’t stop there. We efficiently coordinate the day-to-day complexities of your financial life so that keeping everything “on track” isn’t a burden to you.


Wealth Planning Services

  • Wealth & Purpose Plan
  • Balance Sheet Preparation & Analysis
  • Cash Flow Planning & Budgeting
  • Debt Management & Strategy
  • Life Insurance Consulting
  • Property & Casualty Insurance Consulting
  • Health, Disability & Long-Term Care
  • Social Security Planning
  • Education/College Planning

Other Family Office Services

  • Document Storage and Organization
  • Household Employee Reporting
  • Concierge & Lifestyle Service Connections
  • FO Technology Support
  • Family Law Consulting
  • Private Aircraft Analysis
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Ready to review your current wealth plan?

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