“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"

Investment Management

Family

TFO Family Office Partners

Scott Horn

Chuck Carroll

Patricia Schwarz

Brittany Genzale

The Operations Team at TFO Family Office Partners ensures the smooth and efficient functioning of all internal processes and client interactions. This team coordinates between various service areas, manages client communications, handles administrative tasks, and supports the implementation of strategic initiatives. Their key role is to maintain operational excellence, thereby allowing the firm to provide consistent, high-quality service to clients.

Operations Team

Family Wealth and Tax Team

Accounting and Finance Team

Operations Team

About

Team members

Other teams at TFO Family Office Partners

Family Wealth and Tax Team

Accounting and Finance Team