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.

08/24/2026

Strong habits can help children prepare for new opportunities—one small step at a time. ✨

Whether they are learning, playing, creating, or helping others, kids can practice skills like focus, responsibility, and goal setting in everyday moments.

The Main Character Habits bookmarks offer simple ideas families can use to start the conversation.

Download Main Character Habits bookmarks here: https://tfo.family/4wUsuyB

TFO Family Office Partners has been included in the 2026 Financial Advisor Magazine RIA Survey and Rankings List! We're ...
08/18/2026

TFO Family Office Partners has been included in the 2026 Financial Advisor Magazine RIA Survey and Rankings List!

We're grateful to our clients and colleagues who continue to be a part of our journey and success.

Learn more about the list here: https://tfo.family/4wv0dxr

Important Disclosure: Neither TFO Family Office Partners nor its employees paid a fee for placement on FA's 2026 RIA Ranking List. The ranking was developed by Financial Advisor, and the data provided was as of 12/31/25. The ranking was released on their website on 07/10/2026.

08/13/2026

Life Academy has a new TFO Insights video!

In our latest episode, Megan Kawasaki‑Mason, Family Wealth Strategist, discusses how thoughtfully planned financial date nights can help couples align on money topics, foster open dialogue, and support shared financial goals.

Learn how intentional conversations about long-term planning, budgeting, and delegated responsibilities can help make financial discussions more approachable.

Watch more TFO Insights videos here: https://tfo.family/4gv6tQX

08/12/2026

Every child is the main character of their own story. ✨

This school year let's help them build the confidence, resilience, kindness, and money skills that will help guide them for years to come. Because small habits today create big opportunities tomorrow.

Download Main Character Habits bookmarks here: https://tfo.family/4wUsuyB

Please join us in welcoming Abigail Folchi, who recently joined TFO Family Office Partners as a Client Service Associate...
07/30/2026

Please join us in welcoming Abigail Folchi, who recently joined TFO Family Office Partners as a Client Service Associate!

Abigail began her new role in late June, and we're excited to have her as part of the team. We look forward to all she will bring to TFO.

Welcome, Abigail! 🎉

Congratulations to Kevin Cowan on his promotion to Family Wealth Manager!Since becoming part of TFO in 2023, Kevin has b...
07/29/2026

Congratulations to Kevin Cowan on his promotion to Family Wealth Manager!

Since becoming part of TFO in 2023, Kevin has been a valued member of our team, bringing professionalism, care, and a collaborative spirit to his work. We appreciate his contributions and are proud to celebrate this next step in his career.

Congratulations Kevin! 🎉

Fraud and cybercrime are constantly evolving, making awareness a key part of staying protected online.To better understa...
07/23/2026

Fraud and cybercrime are constantly evolving, making awareness a key part of staying protected online.

To better understand these emerging threats, join us for a TFO webinar on Thursday, August 13 from 1:00PM to 2:00PM MST featuring FBI Special Agent Troy Cofer, who will share insights on:

- An overview of the FBI and IC3 statistics
- Emerging threats such as cryptocurrency scams and artificial intelligence misuse
- Practical prevention strategies
- General information regarding steps that may be considered if you or someone you know becomes a victim

Register Here: https://tfo.family/452M13i

Agent Cofer currently serves on the FBI's Complex Financial Crime Squad in Phoenix and has led numerous investigations into financial fraud, healthcare fraud, and money laundering. We hope you'll join us for this informative discussion on fraud awareness and prevention.

The participation of FBI Special Agent Troy Cofer is for educational purposes only and does not constitute an endorsement of TFO Family Office Partners, its services, or any third party.

07/22/2026

Summer jobs may look a little different today — but opportunities for kids to learn, earn, and build confidence are still everywhere.

Sometimes the best lessons come from helping kids think creatively, solve problems, and explore new ways to earn money beyond traditional summer jobs. ☀️💡

Learn More Here: https://tfo.family/44iDUiE



Disclosures: TFO Family Office Partners ("TFO") uses licensed educational content from My First Nest Egg, LLC. The My First Business Challenge is provided and administered solely by My First Nest Egg, LLC. TFO has no role in sponsoring, administering, or judging the contest and does not provide or guarantee any prizes. Participation is optional and subject to the official contest rules. A person's status as a TFO client has no impact on eligibility or odds of winning. This content is provided for educational purposes only.

07/09/2026

Sometimes all a child needs is a small opportunity to realize what they're capable of.

The My First Business Competition helps kids take an idea, think it through, and build confidence by creating something of their own this summer. 💡

Learn More Here: https://tfo.family/44iDUiE



Disclosures: TFO Family Office Partners ("TFO") uses licensed educational content from My First Nest Egg, LLC. The My First Business Challenge is provided and administered solely by My First Nest Egg, LLC. TFO has no role in sponsoring, administering, or judging the contest and does not provide or guarantee any prizes. Participation is optional and subject to the official contest rules. A person's status as a TFO client has no impact on eligibility or odds of winning. This content is provided for educational purposes only.

We're excited to welcome Daniel Paulson, Elle Ruffentine and Tanner Aiello to TFO Family Office Partners!Daniel and Elle...
07/08/2026

We're excited to welcome Daniel Paulson, Elle Ruffentine and Tanner Aiello to TFO Family Office Partners!

Daniel and Elle are returning full time as Family Wealth Associates after serving as Family Wealth Interns, and Tanner joins us as a Family Accounting Associate. We're so glad to have them on the team and can't wait to see all they'll contribute.

Welcome aboard! 🎉

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

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