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TFO Family Office Partners

Multifamily office listing in Phoenix, Arizona, United States.

  • SEC-registered
  • Founded 2011
Regulatory AUM
$5.0 billion
Employees
88
Clients
11-25
Founded
2011

Phoenix-based wealth management and family office firm serving high-net-worth individuals, families, and business owners.1

Overview

TFO Family Office Partners provides integrated wealth planning, investment advisory, and family office support. Its services include financial planning, family governance, philanthropic planning, family life skills, accounting, and bill pay.2 The firm also provides business-sale support, tax consulting and compliance, estate and wealth transfer planning, retirement plan services, and other advisory offerings described in its Form CRS.3

TFO states that it is registered with the U.S. Securities and Exchange Commission as an investment adviser.4

History

The firm reports that it was formed in 2011.5

Leadership

TFO’s leadership includes Chris Erblich, CEO and Chairman; Scott Horn, President; Chuck Carroll, Chief Investment Officer; Brittany Genzale, Chief Operating Officer; and Mason Longstreth, Chief Tax Officer.6

Damon Miller is a Partner and Family Wealth Strategist who serves on the Investment, Operating, and Executive Committees.7 Donald Scott is a Partner and Family Wealth Strategist who leads the estate planning practice and serves on the Operating and Executive Committees.8 Jacquie Weflen is also identified as a Partner and Family Wealth Strategist.6

Services

TFO’s investment advisory services use objective investment research and a data-driven portfolio approach. The firm describes ongoing reviews that connect portfolio decisions with each family’s goals and circumstances.9

Its Form CRS lists investment management, family office services, family office advisory consulting, consulting, educational seminars and workshops, retirement plan services, rollover recommendations, and non-investment advisory referrals.3

What the firm offers

  • Investment management
  • Financial planning
  • Tax planning
  • Estate planning
  • Philanthropy
  • Family governance and education
  • Administration and bill pay
  • Retirement planning

Client Focus

TFO serves high-net-worth individuals, families, and business owners.1 The firm reports a client-family-to-employee ratio of 3:1 as of December 31, 2025, a 91% investment-advisory client retention rate over the prior five years, and 93 total colleagues as of August 11, 2026.10

Approach

TFO’s investment leadership says its approach is designed to help clients avoid relying on market forecasts and hunches by using decades of evidence and research.9 The firm describes its core values as Care, Dig Deeper, Do The Right Thing, Help More, and Make It Fun.10

By the numbers

Regulatory AUM by year$0K$1.4B$2.8B$4.2B$5.5B2016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 159440. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2016$1.3 billion$670 million$630 million
2017$1.6 billion$945 million$680 million
2018$2.4 billion$1.7 billion$734 million
2019$2.8 billion$2.1 billion$675 million
2020$3.4 billion$2.7 billion$757 million
2021$2.9 billion$2.9 billion$12 million
2022$3.6 billion$3.6 billion$13 million
2023$3.3 billion$3.3 billion$13 million
2025$4.2 billion$4.2 billion$14 million
2026$5.0 billion$5.0 billion$24 million
Average AUM per client by year$0K$5M$10M$15M$20M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 159440. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$18 million
2019$19 million
2020$19 million
2021$17 million
2022$19 million
2023$14 million
2025$14 million
2026$16 million
Clients by type (2026)High net worth individuals231Charities61Individuals14
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 159440. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals14
High net worth individuals231
Charities61
Employees by year0244873972016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 159440. As of .
Employees reported on Form ADV
YearEmployees
201626
201731
201831
201934
202042
202144
202253
202364
202580
202688

Ranks #1 of 4 SEC-registered firms in AZ on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 159440. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

What does TFO Family Office Partners do?

TFO provides wealth planning, family office services, investment advisory, tax and estate planning support, business-sale assistance, retirement plan services, and related consulting.23

Who does TFO serve?

The firm serves high-net-worth individuals, families, and business owners.1

How does TFO describe its investment approach?

TFO describes a research-based, data-driven approach with ongoing reviews tied to each family’s goals and circumstances.9

  • LocationMultifamily offices in Phoenix

    This Phoenix directory helps a family or business owner compare local multifamily office options alongside TFO Family Office Partners. It can support early research into firms offering investment management, planning, administration, and family governance services in the region.

  • Network siteEstatePlanner.com

    EstatePlanner.com provides practical guides on wills, trusts, and related estate planning topics. Reading these materials can help Phoenix families and business owners prepare questions about estate structures, tax considerations, inheritance goals, and coordination with broader financial planning.

  • Network siteFamilyOffices.com

    FamilyOffices.com offers educational resources and a community focused on single family offices and wealthy families. Its articles can help readers understand governance, education, philanthropy, administration, and other topics that may arise when evaluating family office support.

  • GuideMultifamily office fees

    The multifamily office fees page explains common pricing approaches and factors that can affect costs. Families and business owners can use it to frame fee questions when discussing investment management, planning, bill pay, tax work, and other services.

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    Profiles of PROATHLETE WEALTH MANAGEMENT LLC, SharpePoint, and Heritage Advisors CPA, LLC provide additional points of comparison on MultifamilyOffices.com. Reviewing these firms may help a Phoenix reader consider differences in planning, investment, tax, accounting, and client focus.

Sources

  1. https://tfofamilyoffice.com/team-member/chris-erblich-esq/
  2. https://tfofamilyoffice.com/wealth-planning-family-office/
  3. https://tfofamilyoffice.com/wp-content/uploads/2025/04/Form-CRS-Document-04-10-25.pdf
  4. https://tfofamilyoffice.com/wp-content/uploads/2025/04/Form-CRS-Document-03-27-26_no_exhibit.pdf
  5. https://tfofamilyoffice.com/career/family-wealth-strategist/
  6. https://tfofamilyoffice.com/our-team/
  7. https://tfofamilyoffice.com/team-member/damon-miller-2/
  8. https://tfofamilyoffice.com/team-member/donald-scott/
  9. https://tfofamilyoffice.com/investment-advisory-services/
  10. https://tfofamilyoffice.com/about-us/

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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