“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"

Family

Investment Management

TFO Family Office Partners

Scott Horn

Chuck Carroll

Patricia Schwarz

Brittany Genzale

The Leadership Team at TFO Family Office Partners is responsible for setting the strategic direction and overseeing the company’s operations to ensure that the firm effectively helps families unite their wealth and purpose. This team comprises the President, Chief Operating Officer, Chief Compliance Officer, and Chief Investment Officer, who collectively manage the firm's strategy, regulatory compliance, investment policies, and day-to-day operational efficiency. Their unified efforts ensure that the firm delivers holistic and independent advice tailored to achieve clients' long-term visions.

Leadership Team

Family Wealth and Tax Team

Accounting and Finance Team

Operations Team

Leadership Team

About

Team members

Other teams at TFO Family Office Partners

Family Wealth and Tax Team

Accounting and Finance Team

Operations Team