Verified 10 Nov 2026
TFO Family Office Partners
TFO Family Office Partners is a Phoenix, Arizona family office firm in the TFO Partners group, which also includes a wealth manager and a trust company formed for the two firms' client families. It advises high-net-worth families and businesses on investing, income tax, estate planning, family governance and bill pay. Its Form ADV filed on 15 September 2026 reported $5.0 billion in regulatory assets for 231 clients.
- Type
- Multi-family office
- Location
- Phoenix, Arizona, United States
- Sectors
- Public equities
- Fund size / AUM
- $5.0B regulatory AUM (Form ADV, filed 2026-09-15)
- Latest fund or filing
- 15 Sep 2026
- Website
- www.tfopartners.com
Contacts on file
For TFO Family Office Partners, the paid file holds: 5 named decision-makers with roles.
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