The Families We Serve


Our Wealth and Purpose approach suits families that are interested in creating a long-term vision and are looking for holistic, independent advice to help them achieve it. As part of that, our best relationships are with clients who want to have more than just an investment advisor or a tax advisor – they want to work with a full team of professionals that understands and focuses on what they are trying to achieve.


We help families that are interested in:

  • Creating a plan to align their substantial wealth with their purpose.
  • Collaborating with their next generations to understand and sustain their family values.
  • Maintaining a long-term relationship to help navigate through their personal and collective journeys.

We help families that are motivated by:

  • Awareness that engaging professionals to help will allow them to spend more of their time in activities they enjoy.
  • Awareness that they may not have the experience to develop and execute a successful plan by themselves.
  • Knowledge that without a good plan the wealth and values they’ve created may vanish over time.

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.