| Name | Title | Contact Details |
|---|---|---|
Jeanette Ward |
Vice President and Associate General Counsel | Profile |
Thaddeus Murphy |
Vice President, Associate General Counsel | Profile |
Latasha Brooks |
Assistant Vice President, Consumer Compliance and CRA Exams | Profile |
"Whats my wealth for?" Its a simple question, but one that rarely gets asked, answered or implemented. At TFO Family Office Partners, we understand your wealths true value isnt in dollars and cents; its in how your wealth serves your goals. Thats how we can help. We guide families who have the desire to unite their wealth and their purpose, helping them live the lives they want. Our Wealth and Purpose approach suits families that are interested in creating a long-term vision and are looking for holistic, independent advice to help them achieve it. As part of that, our best relationships are with clients who want to have more than just an investment advisor or a tax advisor – they want to work with a full team of professionals that understand and focus on what they are trying to achieve. We advise families in a variety of areas, including: o Wealth Planning and Family Office o Investment Advisory Services o Estate and Wealth Transfer Planning o Tax Consulting & Compliance o Accounting and Bill Pay o Family Governance o Philanthropic Planning o Family Life Skills Please note: weve recently rebranded, changing our name from "TFO Phoenix" to "TFO Family Office Partners"
Falcon National Bank is a Foley, MO-based company in the Financial Services sector.
Chelsea-Provident Cooperative Bank (Inc) is a Chelsea, MA-based company in the Financial Services sector.
First South Bank is a Spartanburg, SC-based company in the Financial Services sector.
HSBC is one of the world`s largest banking and financial services organisations. We serve more than 37 million customers through four global businesses: • Commercial Banking • Retail Banking and Wealth Management • Global Banking and Markets • Global Private Banking Our network covers 70 countries and territories in Europe, Asia, the Middle East and North Africa, North America and Latin America. With around 4,000 offices worldwide, we aim to be where the growth is, connecting customers to opportunities, enabling businesses to thrive and economies to prosper, and ultimately helping people to fulfil their hopes and realise their ambitions. HSBC is listed on the London, Hong Kong, New York, Paris and Bermuda stock exchanges.