“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 Family Wealth and Tax Team at TFO Family Office Partners specializes in holistic wealth planning and tax strategy services. They provide comprehensive advice tailored to align family wealth with long-term goals and purpose. The team offers expertise in wealth planning, investment advisory, tax consulting, estate planning, and compliance. By focusing on both financial and non-financial aspects, they help families achieve their desired lifestyle and legacy objectives.

Family Wealth and Tax Team

Accounting and Finance Team

Operations Team

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Family Wealth and Tax Team

About

Team members

Other teams at TFO Family Office Partners

Accounting and Finance Team

Operations Team

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Family Wealth and Tax Team

About

Team members

Other teams at TFO Family Office Partners

Accounting and Finance Team

Operations Team

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