“What’s my wealth for?” It’s a simple question, but one that rarely gets asked, answered or implemented. At TFO Family Office Partners, we understand your wealth’s true value isn't in dollars and cents; it’s in how your wealth serves your goals. That’s how we can help. We guide families who have the desire to unite their wealth and their purpose, helping them live the lives they want. 

Our Wealth and Purpose approach suits families that are interested in creating a long-term vision and are looking for holistic, independent advice to help them achieve it. As part of that, our best relationships are with clients who want to have more than just an investment advisor or a tax advisor – they want to work with a full team of professionals that understand and focus on what they are trying to achieve.
 
We advise families in a variety of areas, including:
o	Wealth Planning and Family Office
o	Investment Advisory Services
o	Estate and Wealth Transfer Planning
o	Tax Consulting & Compliance
o	Accounting and Bill Pay
o	Family Governance
o	Philanthropic Planning
o	Family Life Skills

Please note: we’ve recently rebranded, changing our name from “TFO Phoenix” to “TFO Family Office Partners"

Family

Investment Management

TFO Family Office Partners

TFO Family Office Partners' headquarters in Phoenix, AZ, United States

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Scott Horn

Brittany Genzale

Stephanie O’donovan

Christopher Tax

Jennifer Rathburn

Jill Herbert

Denise Garcia

Clayton Caupp

Kayla Hansen

Anja Chapman

Tessa Gruenloh

Patricia Schwarz

Ben Buri

Damon Miller

Donald Scott

Jacquie Weflen

Natalia Rodriguez

Spencer Wright

Anthony Cino

Danielle Gomez

Jake Moller

Clayton C.

Chuck Carroll

Brian Poe

Kim Llumiquinga

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Caden Mikos

Mei Li Barlow

Lucas Severo

Kevin Cowan

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