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"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"
Alerus Financial works to fulfill our unwavering values on a worldwide stage, taking pride in helping customers wherever they are on life`s journey. Whether you`re a budding entrepreneur, a young family saving for the future, or a couple with hopes of an early retirement, we offer a full range of solutions to help make your financial dreams come true. Just stop by for a visit. We`re sure you`ll see that we mean it when we say: “It`s our purpose to help you achieve yours.”
At Republic Bank, we have the people, process, and technology to get you where you want to go. Our bankers will become your advocates. They will learn your story and be your voice. Together, we will move forward. Member FDIC and Equal Housing Lender. NMLS ID# 405488.
NewFirst National Bank is a El Campo, TX-based company in the Financial Services sector.
Citizens National Bank of Paintsville is a Paintsville, KY-based company in the Financial Services sector.