TFO Family Office Partners manages investment portfolios and provides comprehensive wealth management, family office, tax planning, and consulting services for individuals, families, trusts, charitable organizations, and businesses. TFO Family Office Partners focuses on designing globally diversified, low-cost, and tax-efficient portfolios using mutual funds, exchange-traded funds, and third-party managers. In addition to investment management, TFO Family Office Partners offers extensive family office services, including estate and tax planning coordination, philanthropy, family governance consulting, and financial literacy education through affiliated programs. TFO Family Office Partners serves clients with complex financial situations through a personalized, goals-based approach.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The total percentage fee charged can range up to a maximum of 1.25% of assets under management. Fees are negotiable and may be structured as a flat fee or percentage of net worth in certain cases.