TFO Family Office Partners
Mei Li Barlow, CFA, is a skilled Family Wealth Manager and Family Wealth Advisor at TFO Family Office Partners since January 2022. With prior experience as an Associate at Dimensional Fund Advisors from August 2019 to December 2021 and as an Intern in Financial Advisor Services in summer 2018, Mei Li has developed a strong foundation in financial services. Additional experience includes an Investigative Internship at the Commission for Human Rights and a Teaching Assistant role for Financial Accounting at Brown University in 2017. Earlier roles also feature legal internships and leadership positions at Mignanelli & Associates, Ltd., Leslie's Poolmart, Inc., and Baskin Robbins. Mei Li holds a degree from Brown University, earned between 2015 and 2019.
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"