Welcome Lucas, Shama, and Billy

TFO Phoenix would like to welcome Lucas Severo as Family Wealth Associate, Shama Thathi as Family Wealth Advisor, and Billy Cummings as Family Wealth Advisor to the team. We look forward to them helping TFO Phoenix deliver on...

Continue Reading

TFO Phoenix introduces the launch of Life Academy's newest initiative: RightTrak

As you’ve heard from our firm recently, we have recognized an important opportunity to impact the next generation of our client families, which is why we’ve invested the time, energy, and resources to build RightTrak – a new TFO...

Continue Reading

Coming Soon! A new online financial learning curriculum

As you know, our TFO Life Academy initiative was established to help the next-generation learn the tools and skills necessary to create financial independence and success. As part of this mission, we are excited to announce we...

Continue Reading

TFO Life Academy Website is Now Live

TFO is thrilled to announce the launch of our new TFO Life Academy website! As part of our commitment to empowering families with financial knowledge, resources, and life skills, we have developed a new online library of articles, videos, and...

Continue Reading

Our 2021 Tax Reference Sheet Is Now Available

Our 2021 Tax Reference Sheet is now available. This resource is being provided to allow you quick access to tax-related data points that may impact you over the 2021 tax year. If you have any questions about the...

Continue Reading

Highlights of 2020 Tax Law Changes

Generally, we need no reminder that the 2020 calendar year has been filled with changes. However, it does seem worthwhile to highlight some of the more relevant tax law changes that have impacted our client families. Specifically, for...

Continue Reading