TFO Family Office Partners

What TFO Family Office Partners does

TFO Family Office Partners is an SEC-registered investment adviser founded in 2011 and headquartered at 5060 North 40th Street, Suite 200, Phoenix, Arizona. The firm serves ultra-high-net-worth families with an integrated wealth management platform spanning investment advisory, tax consulting and compliance, estate and wealth transfer planning, philanthropic planning, family governance, family life skills education, business succession/exit advisory, and accounting and bill pay services. The operating model is relationship-led: dedicated Family Wealth Strategists lead multi-disciplinary teams of CPAs, CFAs, CFPs, attorneys, and tax specialists who collaborate on each client engagement rather than operating in silos. Pricing is quote-based on multi-year contracts and is not publicly disclosed.

The firm is a privately held partnership that has grown from three founders — Scott Horn, Chuck Carroll, and Damon Miller — to 83 colleagues as of April 28, 2025, with a 4:1 client-family-to-employee ratio (~332 families) and a 93% five-year client retention rate for investment advisory services. The broader platform extends beyond the parent RIA through affiliated entities under common ownership: TFO Wealth Partners, LLC; TFO Trust Company, LLC; TFO Elevate Partners, LLC; and RightTrak, LLC (a wholly-owned subsidiary of TFO Wealth Partners offering financial education). Distribution is direct and sales-led, supported by content marketing (TFO Resource Library), email/newsletter, social media on LinkedIn, Facebook, and YouTube, and an event/webinar motion covering topics such as OBBBA tax planning, business succession, and cybersecurity. TFO markets itself under the registered tagline "Connecting Wealth & Purpose" and has accumulated twelve consecutive years on the Best Places to Work list alongside recurring Forbes Best-in-State Wealth Advisors placements.

Name

TFO Family Office Partners

Legal name

TFO Family Office Partners

Website

https://tfofamilyoffice.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

51–100 employees

Short description

TFO Family Office Partners is an SEC-registered, Phoenix-based investment adviser serving ultra-high-net-worth families with integrated wealth management, tax, estate, philanthropic, and family office services under a partnership model.

Ownership category

akta.pro rank

Product category

Family Office Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Multi-Family Offices (MFOs) (FSAAADAB)

akta.pro secondary industries

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD), Philanthropy, Foundations & Grantmaking Advisory (FSAAADAG), Family Office Trust & Fiduciary Services (FSAEAKAF)

Keywords

• Wealth management services
• Estate planning
• Investment advisory
• Tax consulting
• Family office services

Headquarters

HQ city

Phoenix

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Advisory Services: SEC registered investment adviser providing comprehensive investment advisory services to ultra-high-net-worth families
2. Tax Consulting & Compliance: Tax planning, preparation, and compliance services including individual, S-Corporation, partnership, and trust returns
3. Accounting & Bill Pay Services: Family accounting services including bill pay and cash management

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

Core offering

TFO Family Office Partners is a fee-only SEC-registered investment adviser that delivers integrated family office wealth management to ultra-high-net-worth families. Its core offerings combine investment advisory, tax consulting and compliance, estate and wealth transfer planning, family governance, philanthropic planning, business sale advisory, family life skills education, and household accounting and bill pay under a single multi-disciplinary team.

Product overview

TFO Family Office Partners is an integrated wealth management firm serving ultra-high-net-worth families with a comprehensive suite of services under one roof. The firm operates as a unified platform combining investment advisory, tax consulting and compliance, estate planning, business succession planning, philanthropic planning, family governance, and accounting services. The core value proposition is connecting wealth and purpose through integrated advisory services, where clients are served by multi-disciplinary teams of advisers collaborating to address all aspects of financial life. The firm also includes RightTrak, LLC, a financial education subsidiary, and is affiliated with TFO Wealth Partners, LLC, TFO Trust Company, LLC, and TFO Elevate Partners, LLC.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Planning & Family Office Comprehensive wealth planning and family office services spanning investment management, tax strategy, estate planning, and ongoing advisory for ultra-high-net-worth families seeking a single integrated relationship.
• Investment Advisory Services Evidence-based investment management providing portfolio construction, implementation, and ongoing monitoring aligned with client goals and risk tolerance, delivered by TFO's Investment Committee and Family Wealth Strategists.
• Tax Consulting & Compliance Tax planning, preparation, and compliance services for ultra-high-net-worth families covering individual, S-Corporation, partnership, and trust returns with strategic tax minimization strategies, led by the Chief Tax Officer and Family Tax Director.
• Estate and Wealth Transfer Planning Strategic estate and wealth transfer planning services focused on multigenerational legacy planning, working in coordination with TFO Trust Company to ensure client wealth serves intended purposes across generations.
• Selling Your Business Expertise Business exit and succession planning services that help ultra-high-net-worth business owners prepare for, value, and navigate the business sale process with confidence, coordinating with tax and estate planning teams.
• Family Life Skills Financial education and life skills programming designed to help ultra-high-net-worth families and rising generation members develop a responsible relationship with wealth.
• Philanthropic Planning Charitable giving strategies and donor-advised fund management that help ultra-high-net-worth families align their philanthropic goals with their overall wealth plan.
• Family Governance Family governance frameworks and structures that facilitate communication, decision-making, and continuity across generations of ultra-high-net-worth families.
• Accounting & Bill Pay Comprehensive household accounting services including cash management, bill pay, and financial reporting for ultra-high-net-worth client households and related entities.

Quantifiable outcome

• 93% client retention rate over 5 years
• +1 more outcomes

Named customers2 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Nine partnerships are on record, tiered core and minor.

• R.O.S.E. (Resources/Outreach to Safeguard the Elderly)coreStrategic or Co-development PartnerTFO Family Office Partners has partnered with R.O.S.E., a nonprofit focused on fraud education, to provide educational content on protecting elderly clients from financial scams.
• BlackCloakcoreStrategic or Co-development PartnerTFO partnered with BlackCloak, a cybersecurity firm specializing in high-net-worth individuals and executives, to host webinars on cybersecurity awareness for clients.
• Jeremy Macliver / EOS ImplementerminorStrategic or Co-development PartnerPartnered with Jeremy Macliver, an Expert EOS Implementer, to provide webinars on the Entrepreneurial Operating System for business owners and leaders.
• WealthPointminorStrategic or Co-development PartnerCollaborated with WealthPoint on webinar series exploring succession and exit planning strategies for business owners.
• Dimensional Fund Advisors (DFA)coreTechnology or IntegrationStrategic relationship with Dimensional Fund Advisors, one of the ten largest mutual fund companies, whose funds are used by large institutional investors and independent advisors. DFA provides articles and videos through the TFO resource library.
• TFO Wealth Partners, LLCcoreOthersAffiliated company through common ownership. RightTrak, LLC is a wholly-owned subsidiary of TFO Wealth Partners. TFO Wealth Partners offers financial education services to advisory clients.
• TFO Trust Company, LLCcoreOthersAffiliated trust company entity providing services to TFO Family Office Partners clients.
• TFO Elevate Partners, LLCminorOthersAffiliated entity sharing common ownership with TFO Family Office Partners.
• Husch Blackwell, LLPminorOthersAffiliated law firm sharing client non-public personal information in connection with providing services to clients.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Aspiriant: National fee-only RIA serving ultra-high-net-worth families with integrated wealth management, tax, and estate planning. Highly comparable business model, client segment, and integrated advisory approach to TFO Family Office Partners, with similar scale in headcount and multi-office footprint.
• Cerity Partners: Multi-family office and wealth management firm providing integrated investment advisory, tax, and estate services to UHNW families and institutions. Directly comparable to TFO in client segment, multi-disciplinary service stack, and family-office positioning.
• Bessemer Trust: Multi-family office serving ultra-wealthy families with investment management, trust, estate, and family office services. Comparable integrated offering, though at significantly greater scale and with national/international presence.
• Glenmede: Independent investment and wealth management firm serving UHNW families, foundations, and endowments with integrated advisory and trust capabilities. Directly comparable to TFO in target segment, multi-disciplinary approach, and fiduciary culture.
• Pathstone: Independent advisory firm serving ultra-high-net-worth families with investment advisory, family office, tax, and estate services. Comparable client segment and integrated family-office model, with broader geographic footprint than TFO.
• Cresset Capital: Multi-family office providing investment management, wealth planning, and family office services to UHNW clients. Comparable integrated offering and family-office positioning, with multi-office national reach.
• Plante Moran Wealth Management: Wealth management and family office practice serving high-net-worth families with integrated advisory, tax, and estate services. Comparable multi-disciplinary team structure and client segment, though larger and broader in scope.
• Merit Wealth Management: Independent RIA serving high-net-worth and ultra-high-net-worth families with integrated financial planning and investment management. Comparable target segment and fee-only advisory model, though smaller in scale.
• Wetherby Asset Management: Independent wealth management firm serving UHNW individuals and families with personalized investment and planning services. Comparable client segment and integrated advisory approach.

Broad incumbents

• Brown Brothers Harriman Trust Company: Long-established private bank and trust company providing wealth management and trust services to UHNW families. Overlaps with TFO's trust and estate capabilities but operates as a much larger incumbent with broader financial services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@TFOFamilyOffice
• Facebookfacebook.com/tfofamilyoffice
• LinkedInlinkedin.com/company/tfofamilyoffice

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about TFO Family Office Partners