Family Is What We Do

We are a family wealth office. We help affluent families like yours connect wealth with purpose so your family’s wealth will endure life’s inevitable transitions.

When you work with us, we believe issues can feel less complex – less of a burden. If families gain peace of mind by working with us and are able to live with purpose, that will be our greatest accomplishment.

Helping families be families, it’s what we do.

Families We Serve

Our wealth and purpose approach suits families that have a long-term vision and are looking for holistic, independent advice to help them create a path to use their wealth in a way that is meaningful to them.

Families interested in:

  • Creating a plan that aligns their substantial wealth with their intended purpose.
  • Collaborating to understand and sustain their values.
  • Maintaining a long-term relationship intended to help them navigate through their journey.

Families who understand that:

  • Engaging professionals to assist them can create time for the activities they most enjoy.
  • Their skills may not include those needed to develop and execute a successful plan by themselves.
  • The wealth they have created and values they uphold may not be sustainable without a thoughtful, disciplined approach.

This series was originally conceived by Independence Advisors LLC of Wayne, Pennsylvania, USA.

How to Build and Execute an Effective Wealth Plan

PURPOSE

Asking the “tough” right questions

CIRCUMSTANCES

Developing a detailed understanding

COLLABORATION

Working with a
diverse and
experienced team

RECOMMENDATIONS

Building the right
plan for your
family’s specific goals

RE-EVALUATION

Providing a proactive
and adaptive
approach as wealth
and values evolve

Colleague work-from-home policy

03/16/2020 - Two of our core values at TFO Phoenix are "Care" and "Do The Right Thing". One of the best ways we can live those values today is to keep our team safe and healthy so we can continue to help clients through these unusual times. To that end, TFO Phoenix will be implementing a work-from-home policy until at least March 31. Over the past several years TFO Phoenix has invested heavily in technology and processes designed to allow our people to serve clients effectively no matter where we are located. This will continue to provide our people with full access to all of our firm's human and technological resources while they are working from home. As a result, we fully expect to serve our clients seamlessly during this period. If you have any questions about this policy, please do not hesitate to call or email your TFO team directly.