Insights

Holistic Wealth TFO Family Office Partners positions itself as a holistic, purpose-driven wealth partner for families seeking long-term vision and independent advice. Sales opportunity: introduce integrated family office services that consolidate wealth planning, tax, accounting, governance, and philanthropy under one trusted advisor, appealing to families desiring a comprehensive approach beyond traditional investment advice.

Family Office Focus The firm emphasizes family office capabilities including estate and wealth transfer planning, family governance, and life skills. Sales opportunity: target high-net-worth families looking to formalize governance structures, succession planning, and education for next generations, offering scalable family office solutions as a differentiator from pure asset management.

Independent Advisory The emphasis on independent, holistic advice suggests a value proposition based on objective guidance rather than selling products. Sales opportunity: position as a trusted, unbiased partner to families navigating complex financial and non-financial goals, leveraging RIA-style independence to win mandates away from conflicted advisors.

Tech Stack Leverage Current tech tools include AdRoll, Wix, Figma, Jira, Mautic, SEMrush, Vercel, and Datadog. Sales opportunity: offer value-added digital and data-driven services such as digital marketing integration for family office branding, secure client portals, and analytics-led wealth planning enhancements to modernize client experience.

Revenue Signals With annual revenue in the 100M–250M range and a 51–200 employee base, the firm is a mid-sized, growth-oriented player in financial services. Sales opportunity: explore scalable partnerships or outsourced services (tax, accounting, compliance, philanthropy programs, family governance) to support growing client mandates and free up internal capacity for deeper client engagement.

Similar companies to TFO Family Office Partners

TFO Family Office Partners Tech Stack

TFO Family Office Partners uses 8 technology products and services including AdRoll, Wix, Figma, and more. Explore TFO Family Office Partners's tech stack below.

TFO Family Office Partners's Email Address Formats

TFO Family Office Partners uses at least 4 email formats:
TFO Family Office Partners Email FormatsExamplePercentage
FLast@tfophoenix.comJDoe@tfophoenix.com
91%
Last@tfophoenix.comDoe@tfophoenix.com
6%
First.Last@tfophoenix.comJohn.Doe@tfophoenix.com
2%
First@tfophoenix.comJohn@tfophoenix.com
1%

Frequently Asked Questions

What is TFO Family Office Partners's phone number?

Minus sign iconPlus sign icon
You can contact TFO Family Office Partners's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

How much revenue does TFO Family Office Partners generate?

Minus sign iconPlus sign icon
As of August 2026, TFO Family Office Partners's annual revenue is estimated to be $100M - $250M.

What is TFO Family Office Partners's NAICS code?

Minus sign iconPlus sign icon
TFO Family Office Partners's NAICS code is 52 - Finance and Insurance.

How many employees does TFO Family Office Partners have currently?

Minus sign iconPlus sign icon
As of August 2026, TFO Family Office Partners has approximately 78 employees across 5 continents, including North America, Asia and Europe. Key team members include Head Of Administration/Finance/Personal Assistant: M. C., Founding Partner & Ceo: S. M. and Partner: A. B. Explore TFO Family Office Partners's employee directory with LeadIQ.

What industry does TFO Family Office Partners belong to?

Minus sign iconPlus sign icon
TFO Family Office Partners operates in the Financial Services industry.

What technology does TFO Family Office Partners use?

Minus sign iconPlus sign icon
TFO Family Office Partners's tech stack includes AdRoll, Wix, Figma, Atlassian Jira, Mautic, SEMrush, Vercel and Datadog.

What is TFO Family Office Partners's email format?

Minus sign iconPlus sign icon
TFO Family Office Partners's email format typically follows the pattern of FLast@tfophoenix.com. Find more TFO Family Office Partners email formats with LeadIQ.

When was TFO Family Office Partners founded?

Minus sign iconPlus sign icon
TFO Family Office Partners was founded in 2011.
TFO Family Office Partners logo

TFO Family Office Partners

Financial ServicesArizona, United States51-200 Employees

TFO Family Office Partners operates in the financial services sector, offering holistic wealth management for families seeking to align their financial resources with their life goals. The firm positions itself as more than a traditional investment advisor or tax consultant, assembling a team of professionals to support long-term wealth planning, estate and wealth transfer, tax compliance, accounting, family governance, philanthropic planning, and related services. Its approach emphasizes a “Wealth and Purpose” framework, focusing on helping clients create a shared vision for their wealth and delivering independent guidance tailored to that broader objective. Based in Phoenix, Arizona, the company serves families that value integrated, multi-discipline support and long-range planning, aiming to unify wealth with purpose rather than focusing solely on dollars and investments. A recent development noted in the public sphere includes industry-focused discussions and comparisons involving Linktree and related digital tools, reflecting the firm’s awareness of evolving digital platforms in the broader business environment. }{ } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2011
Employees
51-200

Section iconFunding & Financials

  • $100M - $250M

    TFO Family Office Partners's revenue is estimated to be in the range of $100M - $250M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.