TFO FAMILY OFFICE PARTNERS

Overview

TFO Family Office Partners is an independent registered investment adviser organized as a limited liability company and operating as a capital allocator for affluent individuals, families and institutional clients. The firm provides multi-faceted wealth management and family office–style services, including financial planning, portfolio management for individuals and institutions, selection of other advisers, pension consulting and educational workshops. TFO acts not only as adviser but also as sponsor, general partner or managing member on pooled investment vehicles, reflecting an active role in designing and placing strategies for clients. Investment activity tilts toward outsourced public-market exposure through pooled vehicles and mutual funds while preserving access to private-market opportunities. The firm is not an active ESG investor. Fee arrangements are flexible: percentage of AUM, hourly and fixed-fee options are used depending on client engagement. TFO Family Office Partners was formed in 2011 and has been recognized in industry rankings, including placement on Financial Times’ Top 300 RIA Firms and FA Magazine’s Top RIA Firms lists in 2020.

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Public Holdings

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Location & Offices