TFO Family Office Partners

TFO Family Office Partners We are a family office services firm helping families thrive by connecting their wealth and purpose. We are a family wealth office.

We help affluent families like yours connect wealth with purpose so your family’s wealth will endure life’s inevitable transitions. When you work with us, we believe issues can feel less complex – less of a burden. If families gain peace of mind by working with us and are able to live with purpose, that will be our greatest accomplishment. Helping families be families, it's what we do.

In recognition of Mental Health Awareness Month in May, we would like to thank everyone who joined us for our latest web...
06/08/2026

In recognition of Mental Health Awareness Month in May, we would like to thank everyone who joined us for our latest webinar, From Struggle to Strength – Real Talk on Teen Mental Health.

If you missed it or would like to view it again, a replay of the event is now available.

Watch the replay here: https://tfo.family/4dNYOvT

We thank Alex and Carey for taking the time to share their personal experiences, and for offering thoughtful perspectives on how parents can support their teens' mental health.

Please join us in welcoming Zach Koss to TFO Family Office Partners as a Wealth Intern!Zach is currently attending the U...
06/04/2026

Please join us in welcoming Zach Koss to TFO Family Office Partners as a Wealth Intern!

Zach is currently attending the University of Arizona, pursuing a degree in Finance with a minor in Personal & Family Financial Planning. We're excited to have him join us this summer and look forward to his unique experience and contributions to the team.

Welcome to TFO! 🎉

Please join us in welcoming Jenny Sobrevilla and Zachary Tammelleo to TFO Family Office Partners!Jenny joins our team as...
06/01/2026

Please join us in welcoming Jenny Sobrevilla and Zachary Tammelleo to TFO Family Office Partners!

Jenny joins our team as an Operations Associate, and Zachary joins as a Partnership Accounting Advisor.

We're excited to have them on board and look forward to the talent, insight, and energy they'll bring to the firm. We're thrilled to welcome them to TFO and can't wait to see all they accomplish.

Welcome to the team! 🎉

We had so much fun celebrating our incredible team with a night of putt-putt, games and delicious food at Puttshack Scot...
05/27/2026

We had so much fun celebrating our incredible team with a night of putt-putt, games and delicious food at Puttshack Scottsdale!

Our winners for the evening were Caleb Rutter and his girlfriend Bree with scores of 466 and 487 respectively.

We also want to congratulate Tessa Gruenloh, Project Specialist, who was named TFO Way Employee of the Year. Her dedication, positivity and consistent support of her colleagues reflect the TFO values we strive to uphold every day.

Thank you to our entire team for your hard work and everything we have accomplished together!

Today, we take a moment to honor the brave individuals who made the ultimate sacrifice in service to our nation. Their d...
05/25/2026

Today, we take a moment to honor the brave individuals who made the ultimate sacrifice in service to our nation. Their dedication and service have helped preserve the freedoms we value and the future we strive to safeguard for the next generation.

All of us at TFO Family Office Partners are grateful for their service as we remember and honor their enduring legacy.

05/19/2026

Debit cards are convenient, but they also introduce kids to real financial responsibility.

This month, TFO Life Academy is helping families teach smart debit card habits with a fun challenge that turns everyday money decisions into a learning experience.

Download the Debit Card Maze activity and help your child build safe, confident spending habits.

Get yours here: https://tfo.family/4mYAOsN

We are proud to share that two members of our team at TFO Family Office Partners were recognized on Forbes' 2026 Best‑In...
05/13/2026

We are proud to share that two members of our team at TFO Family Office Partners were recognized on Forbes' 2026 Best‑In‑State Wealth Advisors list!

Read more and view the full list here: https://tfo.family/4nxM145

Thank you to our entire team for their collaboration and commitment that make recognition like this possible.

Disclosures:
Neither TFO Family Office Partners nor its employees paid a fee for placement on Forbes/SHOOK Best-in-State Top Wealth Advisors List. The ranking was developed by SHOOK® Research, LLC and the data provided was as of 06/30/2025. The ranking was released online on 04/7/2026.

05/05/2026

Debit cards are often a child's first step into real financial independence.

At TFO Life Academy, we're helping families introduce this responsibility in a fun, approachable way with the Debit Card Maze activity. Kids learn how to protect their PIN, avoid fees, and spend responsibly — all through a game designed to spark conversation.

Download this month's activity and start building confident money habits together.

Get it here: https://tfo.family/4mYAOsN

May is Mental Health Awareness Month!Join us for a powerful and practical webinar designed for parents, caregivers, and ...
04/29/2026

May is Mental Health Awareness Month!

Join us for a powerful and practical webinar designed for parents, caregivers, and families navigating the complex world of youth mental health today.
In this webinar hosted by TFO Family Office Partners Director of Legacy and Learning, Kim Llumiquinga, you will hear from two inspiring individuals: Carey Pickus, co-founder of the nonprofit organization Trailhead Parent Support and Alex Zemeckis, president and owner of the Grounds & Cirrus Behavioral Health.

Together, they will address pressing issues facing kids and families today while sharing how to:
✅ Spot early warning signs
✅ Build communication habits that support healthy boundaries
✅ Support your teen or young adult without unintentionally causing trauma

When: Thursday, May 7
Time: 1:00 PM – 2:00 PM MST

Register Here: https://tfo.family/4mDGw34

04/29/2026

As Youth Financial Literacy Month wraps up, we hope your family is enjoying the Dive Into Lending activity and the conversations it is sparking. This activity tackles two advanced concepts: balloon payments and variable rates. A balloon payment is a big lump‑sum due at the end of a loan. A variable rate is interest that can go up or down over time. These ideas show kids that not all loans stay the same — and why reading the fine print matters.

Get your free Dive Into Lending activity here: https://tfo.family/4t7dMBV

Address

5060 North 40th Street, Suite 200
Phoenix, AZ
85018

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16024662611

Website

,

Alerts

Be the first to know and let us send you an email when TFO Family Office Partners posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category