TFO FOR ADVISORS
Helping More Families Thrive Together
We are focused on helping advisors build their business and client relationships while doing it with a team they enjoy growing with together.
The Ultimate Win-Win We are a wealth management firm whose sole mission is to help families thrive. To do that, we seek to partner with the best and brightest the industry has to offer and those who share our mission of being more for each client family by helping them connect their wealth and purpose. Learn more about us, our mission, and why we might be able to do great things together.
30+
Years in business helping families connect their wealth and purpose.
96%
Client retention rate as of
December 31, 2023.
68
Total colleagues as of
December 31, 2023.
$3.93B
Assets under management as of
December 31, 2023.
5
Office locations around the country.
39
States TFO Wealth Partners proudly services clients in.
We seek to provide the ultimate win-win for your clients, colleagues, and you.
We are firm believers that better outcomes lead to better results for everyone. Better services and solutions lead to better outcomes for clients. Better outcomes for clients leads to more clients and in-turn more opportunities for your colleagues. Both of which, ultimately lead to better outcomes for you and your business.
Better for Your Clients:
A more robust set of family-office services which include introspective exercises and process and tools to go deeper with clients to help achieve their most fulfilled life.
Better for Your Colleagues:
Dedicated backroom HR support, continuing training and professional development opportunities, as well as inclusion in our colleague health and wellness program.
Better For You:
Create your ideal world that enables you to offer services to help your clients connect their wealth and purpose while also freeing up your time to grow your firm to the fullest potential.
How We Help Our Partners
How We Help 
We Help Our Partners Help Their Client Families Through a Robust Set of Services, Tools, and Back-Room Support
We seek to help our partners provide a holistic array of family office services that can touch all parts of their client’s financial life. Each partner can offer these services as well as our array of additional technology platforms, resources, and proprietary tools to go deeper with their clients to help them reach their financial and family goals.
TFO Support Services for Advisors
- Operational
Infrastructure - Robust Family
Office Services - ‘Be More’
Solutions Suite - Marketing
Support - Compliance
Services - HR & Colleague
Experience - Technology
Stack - Partnership
Programs
Operational Infrastructure
Operational and administrative support, allowing you to spend more time on running your business and impacting your clients.
Robust Solutions Suite
A holistic approach to touching all parts of your clients financial life including wealth management, estate planning, family governance, family education and much more.
‘Be More’ Solutions Suite
Utilize our various proprietary tools, exercises and processes designed to go deeper with clients and help them understand their values and purpose around their wealth.
Marketing Support
A marketing team who can help align branding, design, messaging, web presence, communications and enhance the overall client experience.
Compliance Services
Use of our collaborative and responsive team help you obtain swift approvals and feedback ensuring regulatory compliance.
HR & Colleague Experience
HR and colleague development support through recruitment help, professional development, and team wellness.
Technology Stack
A robust technology stack specifically built to help you enhance your client experience and run more efficiently.
Partnership Programs
Programs to help our key contributors share in and enhance the long-term growth and value of TFO Wealth Partners.
The estate planning and tax information provided herein is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. TFO Wealth Partners, LLC. is not engaged in the practice of law or accounting.
Our Locations Across the Country
-
TFO Wealth Partners Office Locations -
Business Partner Office Locations -
TFO Trust Company Office Location
What We Are Looking for in a Partner
There is no one size fits all approach. Advisors might need and be looking for different things to support their business. However, value alignment is critical to the success of any partnership and finding like-minded advisors who believe in our mission can accelerate that success. Here is what we are looking for in a partner:
Those Who Believe in an Evidence-Based Investment Methodology
Our data-driven investment approach isn’t built around hunches or market forecasts. We’ve spent decades evaluating objective investment research about what works for investors and what doesn’t.
A Holistic Approach to Managing All Parts of Financial Life
Our partners understand our values transcends the limits of what traditional wealth managers might offer. Our partners desire to offer services and solutions which touch all parts of a families’ financial life.
A Never-Ending Approach to “Being More” for Client Families
Our true value lies in our ability to go deep with families and offer a robust set of solutions and tools. This can help families understand the purpose of their wealth and help them achieve their most fulfilled life.
Your Partnership Team
Our mission in finding and partnering with advisors who share our mission of being more for their client families, we seek to act as an extension of their team. We provide the people and resources to help you serve your clients by connecting their wealth and purpose. Come meet the team we’ve curated to help you enhance your business and provide a more robust client experience.
Interested in talking more about our partnership options? Let’s connect.
If our mission, values, and desire to be more for client families resonates with you, we would love to chat and learn more about your firm, your growth goals, and how we can help your client families thrive by connecting their wealth and purpose.
