TFO Family Office Partners manages investments for individuals, retirement plans, trusts, and businesses. TFO works with clients to determine their investment goals and risk tolerance, then creates a portfolio using mutual funds, exchange traded funds, and managed accounts. TFO also offers family office services, including private investment analysis, family governance, philanthropic consulting, and coordination with other service providers. TFO provides consulting services on areas like estate planning and retirement planning.
Fee Structure
TFO Family Office Partners charges a percentage of your portfolio for investment management and family office services, up to a maximum of 1.25% per year. The exact percentage depends on the size and complexity of your account and the services you need. Fees are negotiable. Related family accounts can be combined for fee calculation. For retirement plan services, the annual fee also ranges up to 1.25% of the plan's assets and is negotiable.