Our planning process is designed to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your investment goals. We understand the challenges families face today. From legacy planning to retirement planning, personal finance challenges can be overwhelming.
Our commitment is to utilize all of our resources to help you pursue your goals. TFR was founded with the goal of assisting clients in every aspect of their financial lives. We are creative practitioners and are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.
Our commitment is to utilize all of our resources to help you pursue your goals. TFR was founded with the goal of assisting clients in every aspect of their financial lives. We are creative practitioners and are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. Our Advisors have a wide range of multi-disciplinary backgrounds with decades of experience in investments, taxes, estate planning, wealth planning, single family office management, private equity, and capital markets.
Whether passing a family business to a worthy successor, or negotiating terms with an institutional buyer, a written Exit Plan and team of Advisors can optimize your ability to leave your business on your terms. Our firm specializes in helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer.
In the summer of 2011, TFR made a renewed commitment to our Core Values. Transparency, accountability and a dedication to exceed expectations are at the core of this commitment. That commitment includes the dedication to understanding what you, our clients, want out of life - for yourself and for your family.
We work closely with high-net-worth individuals, families, and select foundations and endowments to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and attentive client service.
Although estate planning can be a complex task, a well-informed plan can make a big difference in what is left for your loved ones. Our network of trusted estate attorneys will work in conjunction with your TFR Advisory team to fulfill a singular goal: protect you, your loved ones, and everything you have worked for.
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Jim H.
Apr 07, 2021
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