TFO Family Office Partners

We're excited to announce that Pippa Jones has joined us as our new Receptionist, and Vivian Acevedo has come on board as an Accounting Associate. Join us in welcoming Pippa and Vivian to the growing TFO family! #Welcome #NewTeamMembers #TFOFamilyOffice

🌐 October is Cybersecurity Awareness Month! 🔐 As we enter this crucial month, it's vital for high-net-worth individuals to prioritize their cybersecurity. Protecting your personal and financial information has never been more important. In honor of Cybersecurity Awareness Month, we're excited to offer a webinar for clients, family and friends featuring Dr. Chris Pierson, CEO of BlackCloak, on October 17. BlackCloak is a leading platform in concierge cybersecurity and privacy protection tailored for high-net-worth individuals and corporate executives. If you'd like to attend this important event, please reach out to your TFO Wealth Strategist for the invite link. Let's work together to safeguard what matters most! #CybersecurityAwarenessMonth #TFOFamilyOffice #BlackCloak #WealthManagement #CyberProtection

Navigating the generation gap in the workplace is key to boosting communication and productivity. In our two-part podcast, Julie Johnson, a leading consultant in bridging generational divides, shares invaluable insights and actionable tips for fostering understanding and collaboration across all age groups. Don't miss out on these expert strategies for a more cohesive and effective workplace! Listen Here: https://tfo.family/3zxtIY6

The Federal Reserve's decision to cut the Fed Funds rate by 50 basis points has dominated the news lately. See our thoughts on what impact it may (or may not) have on your financial world. READ: https://tfo.family/3XlU1bG

The Federal Reserve is expected to lower interest rates at its next meeting on September 17 and 18. What does this mean for your finances and investments? Dive into our latest blog post for insights from Chuck Carroll, Chief Investment Officer at TFO Family Office Partners, on the potential impacts and what you should keep an eye on. READ: https://tfo.family/3XlU1bG

Happy Labor Day from TFO Family Office Partners! As we celebrate Labor Day, we extend our heartfelt gratitude to the hardworking individuals and dedicated professionals who contribute to our success and growth. Your commitment and excellence drive us forward, and we honor your efforts today. #LaborDay #ThankYouWorkers #RelaxAndRecharge #EndOfSummer

Helping younger family members set up an emergency fund is crucial for their financial future. Check out this quick read on how they can start building their safety net in just 5 practical steps. READ MORE: https://bit.ly/4g42eJY #FinancialLiteracy #EmergencyFund #MoneyManagement #FuturePlanning #FamilyFinance #TFOLifeAcademy

We are thrilled to share that TFO Family Office Partners has once again been recognized on FA Magazine’s RIA Survey and Rankings List, as one of the Top RIAs in the country. TFO Family Office Partners was also ranked second among Arizona registered investment advisory firms. A big congratulations to our team! Important Disclosure(s): Neither TFO Family Office Partners nor its employees paid a fee for placement on FA’s 2024 RIA Ranking List. The ranking was developed by Financial Advisor, and the data provided was as of 12/31/23. The ranking was released in their July 2024 online edition.

Helping your college student establish a thoughtful budget for the school year can help set the foundation for a lifetime of good financial habits. Here are six ways establishing a budget for the college year can help set up your child for future success. READ MORE: https://rb.gy/2zvpr9

Please join us in welcoming three new colleagues to the TFO Family Office Partners team: Andy Hansen, our new Marketing Director; Maddie Dingus, our new Operations Associate; and Dylan Onarheim, our new Family Tax Advisor. We’re excited to have you all on board and look forward to working together. Welcome to the team! #NewHires #TFOFamily #MeetOurTeam #NewTeamMembers