TFO Family Office Partners
Benjamin Buri is a Family Wealth Advisor at TFO Family Office Partners since June 2023, focusing on empowering clients to achieve their specific financial goals. Prior to this role, Benjamin served as a Family Wealth Associate at Jackson Hewitt Tax Service Inc. and a Customer Service Associate at Watertown Baseball Association, where skills in management and mentorship were applied as the Head Coach of a high school baseball team. Additionally, Benjamin worked as a Financial Analyst at American Express, providing extensive support and documentation for processing requirements. Benjamin holds a Bachelor of Science in Finance from Grand Canyon University, completed in April 2023.
TFO Family Office Partners
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“What’s my wealth for?” It’s a simple question, but one that rarely gets asked, answered or implemented. At TFO Family Office Partners, we understand your wealth’s true value isn't in dollars and cents; it’s in how your wealth serves your goals. That’s how we can help. We guide families who have the desire to unite their wealth and their purpose, helping them live the lives they want. 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 understand and focus on what they are trying to achieve. We advise families in a variety of areas, including: o Wealth Planning and Family Office o Investment Advisory Services o Estate and Wealth Transfer Planning o Tax Consulting & Compliance o Accounting and Bill Pay o Family Governance o Philanthropic Planning o Family Life Skills Please note: we’ve recently rebranded, changing our name from “TFO Phoenix” to “TFO Family Office Partners"