TFO Family Office Partners

Overview

TFO Family Office Partners is an independent registered investment adviser organized as an LLC and SEC-registered since 2011. The firm positions itself as a capital allocator for both high-net-worth individuals and families as well as institutional clients. Its fee menu includes AUM-based fees plus hourly and fixed-fee engagements, and its advisory offerings span financial planning, portfolio management for individuals and institutions, selection of other advisers and educational workshops. The firm also lists pension consulting among its advisory activities. On the operational side, TFO reports affiliations that go beyond pure advisory work: it identifies roles such as other investment adviser, trust company relationships, law-firm affiliations, and sponsor/GP or managing member roles in pooled investment vehicles. That mix suggests the firm both allocates to outside managers and at times acts as a sponsor or manager for vehicles it controls. TFO was recognized on industry lists in 2020, appearing in the Financial Times Top 300 RIA Firms and in FA Magazine’s Top RIA Firms.

Assets & Accounts

Public Holdings

Investments & Alternatives