Torevell & Partners

Tolleson Wealth Management, established in 1997 and based in Dallas, Texas, is a privately-owned family office founded by the Tolleson family. It offers comprehensive wealth management and philanthropic services tailored to ultra-high-net-worth families with a long-term, diversified investment approach.

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.

Tanglewood Family Office, founded in 2005 and based in Fredericksburg, Texas, is a private multi-family office focused on personalized wealth management for high-net-worth families, employing risk-managed growth strategies across equities, bonds, and cash vehicles with daily portfolio oversight.

Truvvo Partners, based in New York, is a U.S. investment management firm focused on providing strategic advice, wealth planning, and direct private investing services to large, complex families. Acquired by Lazard Asset Management, it now operates within Lazard Family Office Partners managing $8 billion in assets.

TFO Family Office Partners, founded in 2011 by Scott Horn, is a Phoenix-based wealth management firm specializing in investment advisory, estate planning, and philanthropic strategies for affluent families. The firm focuses on connecting clients' wealth with their goals, ensuring their long-term financial well-being on a national scale.

3T is a Geneva, Switzerland-based multi-family office. Established in 2011, the firm invests and manages the wealth of a select group of high-net-worth individuals and families.