TFO Phoenix


Connecting Wealth And Purpose®


TFO PHOENIX

A Phoenix-based family office providing investment advisory, tax, estate and gift planning, and philanthropic services to successful individuals and families.

TFO Phoenix is a wealth family office focused on helping families define and work towards their common goals and long-term purpose. By doing this, they believe they can help families create a path to use their wealth in a way that is meaningful to them.

THE TFO PHOENIX “WHY”


At TFO Phoenix, their firm-wide mission is to help families connect wealth and purpose. They believe families are stronger when they can define what their wealth is really for and work to help align their wealth with these goals.

NEW MODERN LOGO DESIGN

TFO’s logo mark represents a collaborative process with the TFO team. Behind it is the idea of different opinions, feelings, and understanding filtering and aligning towards a single direction and focus. Their rich green color represents trust, reliability, and prosperity.

WEBSITE DESIGN

WHITE PAPERS

TDC Marketing designed three distinct whitepapers authored by the
TFO Phoenix team to help families better understand how they can
connect their wealth and purpose.