TFO FAMILY OFFICE PARTNERS
SEC RegisteredA Network of Firms Committed to Helping Families Thrive by Connecting Their Wealth and Purpose
About the firm
TFO Partners is a family of wealth management, family office, and trust services firms committed to doing more for individuals, families, and closely-held businesses. This group of firms share a commitment to providing a personalized approach to helping clients connect their wealth and purpose through a customized suite of solutions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, investment advisory, family office services, estate planning, tax consulting and compliance, trust services, family governance and education, philanthropic planning, corporate retirement plans, accounting and bill pay, and trustee services
Who they serve
Individuals, families, closely-held businesses, high-net-worth and ultra-high-net-worth families, and business owners
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 14 | $9.8M |
| High Net Worth Individuals | 231 | $5.0B |
| State/Municipal Entities | 61 | — |
14 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
27 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TFO FAMILY OFFICE PARTNERS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.