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"Whats my wealth for?" Its a simple question, but one that rarely gets asked, answered or implemented. At TFO Family Office Partners, we understand your wealths true value isnt in dollars and cents; its in how your wealth serves your goals. Thats 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 Please note: weve recently rebranded, changing our name from "TFO Phoenix" to "TFO Family Office Partners"
Japan Development Bank the is a New York, NY-based company in the Financial Services sector.
Nathan and Associates Inc is a Scottsdale, AZ-based company in the Financial Services sector.
Stearns Bank is a $2 billion independently-owned financial institution established in 1912, led by current owner & CEO Norm Skalicky since 1964. Stearns Bank has branch locations in Minnesota, Arizona, and Florida. Our trademark slogan says it all: We get the job done! Member FDIC.
Global Holdings is a financial technology company that has been providing payment processing and account management services to the debt settlement industry for nearly 20 years. Our technology platform and expert services have enabled the implementation of debt settlement strategies for millions of consumers. Thanks to our team of experts, Global helped set the standard for compliance in the debt settlement industry. Our team continues to grow, and our specialized expertise continues to set us apart in the market. We treasure the gravity of our mission, the opportunity to put our expertise to work, and the culture that makes our company a community. For more information, visit www.ghllc.com.