TFO Family Office Partners
Financial Services • 
Phoenix, Arizona, United States • 51-100 Employees
Company overview
| Headquarters | 5060 North 40th Street, Suite 200, Phoenix, AZ 85018, US |
| Phone number | +16024662611 |
| NAICS | 52 |
| Keywords | Tax Services, Financial Planning, Investment Advisory, Estate Planning, Philanthropic Planning, Family Governance & Education |
| Founded | 2011 |
| Employees | 51-100 |
| Socials |
Key Contacts at TFO Family Office Partners
Chris Erblich
Ceo And Chairman
Danielle Gomez
Director Of Accounting
Jennifer Vazquez
Operations Director
Stephanie O'Donovan
Director Of Human Resources
Kim Llumiquinga
Director Of Legacy And Learning
TFO Family Office Partners Email Formats
TFO Family Office Partners uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@tfofamilyoffice.com), used 67.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@tfofamilyoffice.com | 70.5% |
{first name}{last name} | johndoe@tfophoenix.com | 21.3% |
{last name}{last name} | doedoe@tfophoenix.com | 6.6% |
About TFO Family Office Partners
“What’s my wealth for?” It’s a simple question, but one that rarely gets asked, answered or implemented. At TFO Family Office Partners, we understand your wealth’s true value isn't in dollars and cents; it’s in how your wealth serves your goals. That’s how we can help. We guide families who have the desire to unite their wealth and their purpose, helping them live the lives they want. Our Wealth and Purpose approach suits families that are interested in creating a long-term vision and are looking for holistic, independent advice to help them achieve it. As part of that, our best relationships are with clients who want to have more than just an investment advisor or a tax advisor – they want to work with a full team of professionals that understand and focus on what they are trying to achieve. We advise families in a variety of areas, including: o Wealth Planning and Family Office o Investment Advisory Services o Estate and Wealth Transfer Planning o Tax Consulting & Compliance o Accounting and Bill Pay o Family Governance o Philanthropic Planning o Family Life Skills
TFO Family Office Partners revenue & valuation
| Annual revenue | $5,732,185 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $18,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
TFO Family Office Partners has 35 employees across 6 departments.
Departments
Number of employees
Funding Data
TFO Family Office Partners has never raised funding before.
Brazil
South Africa
Netherlands
Frequently asked questions
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