| Name | Title | Contact Details |
|---|---|---|
Hamin Balaporia |
Chief Technology Officer | 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"
Roma Bank is a Trenton, NJ-based company in the Financial Services sector.
State Bank Financial Corporation operates as the bank holding company for State Bank and Trust Company that offers various community banking services to individuals and businesses in middle Georgia and metropolitan Atlanta, Georgia. The company offers a range of deposit products and services, including checking accounts, commercial operating accounts, savings and money market accounts, and short-term to longer-term certificates of deposit, as well as time deposit products and retirement account services. It also provides loans to small and medium-sized businesses, residential and commercial construction and development loans, commercial real estate loans, farmland and agricultural production loans, residential mortgage loans, home equity loans, and consumer loans. In addition, the company offers funds collection and concentration services, such as ACH origination, electronic invoice presentment and payment, electronic bill presentment and payment, remote deposit capture, remote and mobile cash deposit, merchant services, retail and wholesale lockbox, and wire services; and cash management accounts. Further, it provides disbursement services comprising on-line bill pay, person-to-person payments, and bank-to-bank transfers, as well as online banking and bill payment services, online cash management, safe deposit box rentals, debit card, and ATM card services. Additionally, the company offers payroll services, such as automated human resources information system, payroll, benefits, and labor management services to small and medium-size businesses. It operates 19 full service banking offices and a limited service branch in the counties of Bibb, Cobb, Dooly, Houston, Fulton, Gwinnett, and Jones in Georgia. The company was founded in 2005 and is headquartered in Atlanta, Georgia.
Southern National Bancorp of Virginia Inc. d/b/a SonaBank is a Mclean, VA-based company in the Financial Services sector.
MidWestOne Bank and Trust is the largest subsidiary of the family of Iowa banks that make up the publicly traded company MidWestOne Financial Group. We have eight locations serving the Oskaloosa, North English, Hudson, Belle Plaine, and Waterloo