TFO Family Office Partners

Call Directions Website

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.

Please join us in welcoming Heather McRae to TFO Family Office Partners!Heather joined our team in September as Family A...
10/15/2026

Please join us in welcoming Heather McRae to TFO Family Office Partners!

Heather joined our team in September as Family Accounting Manager. We're thrilled to have her on board and look forward to the expertise and perspective she'll bring to TFO.

Welcome Heather! 🎉

10/06/2026

Some online scams can be designed to catch children's attention with prizes, games, familiar faces, and urgent messages.

This October, TFO Life Academy is helping families send the Scam Monsters packing. Our new activity gives children a fun, age-appropriate way to recognize suspicious messages, protect their personal information, and know when to ask a trusted adult for help.

Download the Scam Monsters: Stay Safe Online activity and practice spotting the red flags together.

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

09/24/2026

Being financially prepared can be supported with small everyday habits.

Talking about emergency savings, planning ahead, and celebrating smart money choices can help children build confidence for whatever life brings. This month, we're sharing 5 simple ways to teach financial preparedness—one conversation at a time.

Download this month's National Preparedness Month activity and continue the conversation at home.

Get it here: https://tfo.family/4h0VPSh

09/09/2026

September is National Preparedness Month, and being prepared isn't just about flashlights and first aid kits—it's also about helping kids build smart money habits. 💙

This month's activity encourages families to talk about planning ahead, saving for unexpected expenses, and thinking through life's "what if" moments. Small conversations today can help build confident, financially prepared kids tomorrow.

Download this month's National Preparedness Month activity and continue the conversation at home.

Get it here: https://tfo.family/4h0VPSh

New Podcast! 🎧In our latest episode, Natalie White joins us to share her top 10 tips for capturing the perfect family po...
09/03/2026

New Podcast! 🎧

In our latest episode, Natalie White joins us to share her top 10 tips for capturing the perfect family portrait. She shares the small adjustments, mindset shifts, and creative choices that make all the difference when you're trying to freeze a moment that actually feels like your family.

Take a listen at the link below and learn how to take an authentic family photo that will be cherished for years to come.

Listen Here: https://tfo.family/4ibluJ9

For informational purposes only. Not investment, tax, or legal advice. Views expressed are those of the guest, not the firm.

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! 🎉

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