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...

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...

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...

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...

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...

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...