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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

TFO Family Office Partners

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Phoenix, AZ
TFO Family Office Partners

We are a family office services firm helping families thrive by connecting their wealth and purpose. We are a family wealth office.

We help affluent families like yours connect wealth with purpose so your family’s wealth will endure life’s inevitable transitions. When you work with us, we believe issues can feel less complex – less of a burden. If families gain peace of mind by working with us and are able to live with purpose, that will be our greatest accomplishment. Helping families be families, it's what we do.

09/24/2026

Being financially prepared can be supported with small everyday habits.

Talking about emergency savings, planning ahead, and celebrating smart money choices can help children build confidence for whatever life brings. This month, we're sharing 5 simple ways to teach financial preparedness—one conversation at a time.

Download this month's National Preparedness Month activity and continue the conversation at home.

Get it here: https://tfo.family/4h0VPSh

09/09/2026

September is National Preparedness Month, and being prepared isn't just about flashlights and first aid kits—it's also about helping kids build smart money habits. 💙

This month's activity encourages families to talk about planning ahead, saving for unexpected expenses, and thinking through life's "what if" moments. Small conversations today can help build confident, financially prepared kids tomorrow.

Download this month's National Preparedness Month activity and continue the conversation at home.

Get it here: https://tfo.family/4h0VPSh

09/03/2026

New Podcast! 🎧

In our latest episode, Natalie White joins us to share her top 10 tips for capturing the perfect family portrait. She shares the small adjustments, mindset shifts, and creative choices that make all the difference when you're trying to freeze a moment that actually feels like your family.

Take a listen at the link below and learn how to take an authentic family photo that will be cherished for years to come.

Listen Here: https://tfo.family/4ibluJ9

For informational purposes only. Not investment, tax, or legal advice. Views expressed are those of the guest, not the firm.

08/24/2026

Strong habits can help children prepare for new opportunities—one small step at a time. ✨

Whether they are learning, playing, creating, or helping others, kids can practice skills like focus, responsibility, and goal setting in everyday moments.

The Main Character Habits bookmarks offer simple ideas families can use to start the conversation.

Download Main Character Habits bookmarks here: https://tfo.family/4wUsuyB

08/18/2026

TFO Family Office Partners has been included in the 2026 Financial Advisor Magazine RIA Survey and Rankings List!

We're grateful to our clients and colleagues who continue to be a part of our journey and success.

Learn more about the list here: https://tfo.family/4wv0dxr

Important Disclosure: Neither TFO Family Office Partners nor its employees paid a fee for placement on FA's 2026 RIA Ranking List. The ranking was developed by Financial Advisor, and the data provided was as of 12/31/25. The ranking was released on their website on 07/10/2026.

08/13/2026

Life Academy has a new TFO Insights video!

In our latest episode, Megan Kawasaki‑Mason, Family Wealth Strategist, discusses how thoughtfully planned financial date nights can help couples align on money topics, foster open dialogue, and support shared financial goals.

Learn how intentional conversations about long-term planning, budgeting, and delegated responsibilities can help make financial discussions more approachable.

Watch more TFO Insights videos here: https://tfo.family/4gv6tQX

08/12/2026

Every child is the main character of their own story. ✨

This school year let's help them build the confidence, resilience, kindness, and money skills that will help guide them for years to come. Because small habits today create big opportunities tomorrow.

Download Main Character Habits bookmarks here: https://tfo.family/4wUsuyB

07/30/2026

Please join us in welcoming Abigail Folchi, who recently joined TFO Family Office Partners as a Client Service Associate!

Abigail began her new role in late June, and we're excited to have her as part of the team. We look forward to all she will bring to TFO.

Welcome, Abigail! 🎉

07/29/2026

Congratulations to Kevin Cowan on his promotion to Family Wealth Manager!

Since becoming part of TFO in 2023, Kevin has been a valued member of our team, bringing professionalism, care, and a collaborative spirit to his work. We appreciate his contributions and are proud to celebrate this next step in his career.

Congratulations Kevin! 🎉

07/23/2026

Fraud and cybercrime are constantly evolving, making awareness a key part of staying protected online.

To better understand these emerging threats, join us for a TFO webinar on Thursday, August 13 from 1:00PM to 2:00PM MST featuring FBI Special Agent Troy Cofer, who will share insights on:

- An overview of the FBI and IC3 statistics
- Emerging threats such as cryptocurrency scams and artificial intelligence misuse
- Practical prevention strategies
- General information regarding steps that may be considered if you or someone you know becomes a victim

Register Here: https://tfo.family/452M13i

Agent Cofer currently serves on the FBI's Complex Financial Crime Squad in Phoenix and has led numerous investigations into financial fraud, healthcare fraud, and money laundering. We hope you'll join us for this informative discussion on fraud awareness and prevention.

The participation of FBI Special Agent Troy Cofer is for educational purposes only and does not constitute an endorsement of TFO Family Office Partners, its services, or any third party.

Address

5060 North 40th Street, Suite 200
Phoenix, AZ
85018

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+16024662611

Website

http://www.tfofamilyoffice.com/, https://linktr.ee/tfofamilyofficepartners

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