Time passes by in the blink of an eye.
TFO Phoenix has turned ten years old, and the commitment of our team, combined with the support of our cherished client families, are the reasons we are able to celebrate this milestone. Our first decade has passed quickly, but from it, we’ve taken some important observations that will continue to shape our firm for decades to come.
We Love Spending Time With One Another, And It Shows
Great teams consist of people who appreciate and enjoy each other’s company. Like a family, we share in each other’s successes, commiserate with each other when we stumble, and try to have a few laughs along the way.
Our Mission of Helping Families Connect Their Wealth and Purpose Is Stronger Than Ever
Helping families connect their wealth and purpose is why we come to the office every day. Over the past ten years, we’ve seen more and more families embrace our belief that wealth isn’t valuable unless it enables your purpose. While many wealth management firms focus solely on the dollars and cents, we’re convinced that achieving your family’s specific definition of success should be your, and our, ultimate goal.
We Live In a High-Tech World, But Caring Is Personal
Our digitalized world can make it easy to live and work anonymously and impersonally. But our business is about helping families, which requires personal attention and an honest desire to see our client families succeed. While today’s devices and technologies can help us communicate effectively, what gets communicated must come from the heart.
Purpose Drives Action
We’ve seen time and time again that the most effective lens for a family to make wealth-related decisions is the lens of the family’s purpose. Without a focus on one’s purpose, it’s easy to get sidetracked by the claims that media commentators are making, or the opinions of our friends at the club. But not every investor shares the same definition of success, and not all are motivated by the same factors. Your purpose ought to be your driver.
The Days May Be Long, But The Years Are Short!
It’s incredible to think that when we started TFO, the iPad had just been invented, people still rode in taxicabs, owned cameras, downloaded music, and we printed books of paper materials for most of our client meetings! Even more amazing is how young some of our team looked back then! Stay tuned to see how our newer, younger talented team members age over the next decade!
What Separated Us Brought Us Closer Together
No one could have imagined the global pandemic and the social isolation that stemmed from it. But we also couldn’t have imagined that a remote work environment would actually help us connect at a different level with our client families and our colleagues. We saw the interiors of each other’s homes, learned whose dog had the loudest bark (note: not always the biggest!) and whose young children or grandchildren have a future career as actors! Those looks into each other’s lives have deepened our sense of connection; it truly feels like we made some lemonade out of the pandemic’s “lemons.”
Come Celebrate With UsMarch 3, 2022
We are planning a celebratory event to recognize the role our client families and other friends of our firm have played in helping us reach this milestone. Stay tuned for more details!