TFO Family Office Partners
Natalia Rodriguez is a Family Tax Advisor at TFO Family Office Partners, a position held since July 2023, following experience as a Family Tax Associate and Tax Intern at the same organization. Prior to these roles, Natalia served as a Leasing Specialist at Park7 Group, where responsibilities included assisting with bookkeeping tasks, delivering customer service, and conducting real estate market research. Natalia holds a Master's degree in Taxation and a Bachelor's degree in Accounting, both from the W. P. Carey School of Business at Arizona State 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"