2015 Tax Reference
Where Are The Clients’ Yachts?
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2014 3rd Quarter Client Letter
2014 2nd Quarter Client Letter
Dear Friends Like much of the world, I have recently been captivated by two events: World Cup soccer and the continued rise of the U.S. stock market. As most know, the World Cup is a truly global spectacle, held once...
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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 April 10th. 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.