Mandate & appetite
- Preferred strategies
- Core, Core Plus, Value AddValue Add
- Target geographies
- Us & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
TFO Family Office Partners is a Phoenix, Arizona-based wealth management firm founded in 2011, specializing in investment advisory and estate planning services for ultra-high-net-worth families. While primarily focused on wealth management and family governance, the firm also engages in philanthropic planning and comprehensive financial services, though specific investment strategies in real estate were not detailed.
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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