Phoenix, AZ Office

TFO Wealth Partners is a multi-team registered investment adviser managing roughly $5.66 billion that provides discretionary and non‑discretionary investment management, family office and tiered Family CFO services, retirement plan consulting, and consulting/allocations to third‑party managers for individuals, high‑net‑worth clients, family offices, trusts, charitable organizations, and businesses. The firm also makes available digital tools to clients, including the Trustworthy document‑management platform and access to the Vanilla estate‑planning platform.

The firm’s investment approach is long‑term and allocation‑driven, grounded in Modern Portfolio Theory and implemented through model portfolios that rely primarily on mutual funds and ETFs (including Dimensional Fund Advisors and Vanguard) with systematic rebalancing and tax‑aware consideration; the brochure notes the use of Monte Carlo simulation and other analytical tools to generate projections. For specific mandates the firm may allocate to independent managers (commonly for fixed income) and offers opt‑in access to higher‑risk or less liquid exposures such as private market funds and cryptocurrency‑linked securities, with related risks disclosed.

Notable disclosures that distinguish the firm from many peers include an affiliated trust company (TFO Trust Company, LLC) and an affiliation with the law firm Husch Blackwell, as well as firm‑associated ownership in the general partner of a private real‑estate fund (PEM Real Estate Fund GP, with associated parties owning about 32% of the GP); the brochure describes related conflicts and operational limits. The brochure also documents the firm’s prior operating names dating back to 2003, describes the use of hypothetical modeling and third‑party platforms for estate and planning analyses, and highlights implementation constraints such as restricted access to certain DFA funds if a client transfers away.