TFO Family Office Partners
Clayton C. currently works as a Portfolio Administration Specialist at TFO Family Office Partners. Clayton is also a Member of the Board of Directors at Scottsdale Rising Young Professionals and a Global Shaper at the World Economic Forum. Clayton has previous experience in client services, finance, and leadership roles in various industries. Clayton holds a Master of Business Administration from Grand Canyon University and a Bachelor's of Science in Business from Maranatha Baptist University.
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"