Jim Herrick

Jim Herrick, Executive Vice President and Partner at TFO Wealth Partners, believes that finding the right firm is like finding the right marriage—where each person gives more to the relationship than they take. At TFO, he says he’s found that rare kind of alignment.

“We’ve worked hard to build something that doesn’t exist anywhere else—a process to help families connect wealth and purpose in ways the marketplace simply isn’t delivering,” Jim said. “It only works when there’s mutual trust, accountability, and shared values at every level of the organization.”

Jim has played an integral role in shaping the firm’s client experience and cultural foundation. As a core member of both the executive and leadership teams, he’s been instrumental in developing a suite of services tailored to the needs of ultra-high-net-worth families, grounded in purpose and relationship.

His journey at TFO began by stepping into leadership early, helping launch and manage a life insurance affiliate before transitioning into wealth management and firm leadership. Today, Jim focuses his time between guiding client families and contributing to strategic leadership—while never losing sight of the values that make TFO special.

“We’ve spent years not only defining our core values, but living them—and holding each other accountable to them every day,” Jim said. “Care deeply. Do what you say. Be technically superior. Be a fun, selfless teammate. And always strive to be more—for each other, and for the families we serve.”

The culture, for Jim, is the most irreplaceable part of TFO. Working daily alongside an incredible team, Jim says he feels like he’s part of something bigger than himself.

“We’re not just building a firm – we are building a family who helps families. And that means bringing in only those who truly embody our core values and want to grow together. Every single day, I’m grateful to be part of this.”

Jim Herrick