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TFO Family Office Partners Employee Directory

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. }{ } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }

Find TFO Family Office Partners employees' phone numbers or email addresses

TFO Family Office Partners Global Highlights

Location
Employees

North America
114

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  • United States Of America
    114

Europe
3

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  • Finland
    1
  • Germany
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1

Asia
2

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  • United Arab Emirates
    1
  • Indonesia
    1

South America
2

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  • Brazil
    2

Oceania
1

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  • Australia
    1

TFO Family Office Partners's Leadership

  • Stylized image of a person
    M. C.
    Head Of Administration/Finance/Personal Assistant
    Phone icon
  • Stylized image of a person
    S. M.
    Founding Partner & Ceo
    Phone icon
  • Stylized image of a person
    A. B.
    Partner
    Phone icon
  • Stylized image of a person
    D. K. Z.
    Owner
    Phone icon
  • Stylized image of a person
    T. F.
    Managing Partner
    Phone icon
  • Stylized image of a person
    D. S.
    Partner, Family Wealth Strategist
    Phone icon
  • Stylized image of a person
    W. C.
    Family Wealth Manager
    Phone icon
  • Stylized image of a person
    J. W.
    Family Tax Manager
    Phone icon

TFO Family Office Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Business
  • Accounting
  • Community & Social Services
  • Other

Contact profiles from TFO Family Office Partners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. B.
    Project Specialist
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    E. S.
    Family Tax Advisor
    Phone icon
    Feb 06, 2025
  • Stylized image of a person
    J. B.
    Family Tax Advisor
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    N. L.
    Family Wealth Strategist
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    R. W.
    Executive Assistant
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    R. R.
    Tax Service Associate
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    S. L. T.
    Family Tax Strategist
    Phone icon
    Feb 05, 2026
  • Stylized image of a person
    T. M.
    Family Tax Specialist
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    Z. G.
    Family Wealth Advisor
    Phone icon
    Oct 21, 2024

Frequently Asked Questions

What is TFO Family Office Partners known for?

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TFO Family Office Partners was founded in 2011 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore TFO Family Office Partners's company overview page for more information.

What is TFO Family Office Partners's most common email format?

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TFO Family Office Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more TFO Family Office Partners email formats with LeadIQ.

How many employees does TFO Family Office Partners have currently?

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TFO Family Office Partners has approximately 76 employees as of July 2026. These team members are located across 5 continents, including North AmericaEuropeAsia.

Who are TFO Family Office Partners's key employees and leadership?

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As of July 2026, TFO Family Office Partners's key employees include:

  • Head Of Administration/Finance/Personal Assistant: M. C.
  • Founding Partner & Ceo: S. M.
  • Partner: A. B.
  • Owner: D. K. Z.
  • Managing Partner: T. F.

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