Wealth & Purpose

When people hear words like meaning, purpose, and happiness, they often assume that these concepts are too “warm and fuzzy” or vague to be openly and professionally discussed; especially when it comes to managing their wealth.

In our experience, nothing could be further from the truth. When we have a conversation with you, we focus on understanding how you see your wealth contributing meaning, purpose, and happiness to your life. Families stay better connected when they see their wealth and their purpose aligned.

Helping families by defining and working towards their common purpose is what we do best.

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.