Leadership: Chris Erblich, chairman; Scott Horn, president
Website: tfophoenix.com
What it does: Delivers a holistic array of wealth management services to families, including investment advice, income tax services, estate planning and other family office services.
How it leads: The leaders of TFO created the firm to be more than just a traditional investment advisor or tax preparer. Rather, their mission is to help affluent families “connect wealth and purpose,” By asking each family, “What’s your wealth for?” and actively listening to their answers, the leaders of TFO gain an understanding of how each family sees its wealth contributing to its happiness.
Honor the 2017 Industry Leaders of Arizona at the awards ceremony and dinner on Feb. 23 at the JW Marriott Camelback Inn. Purchase tickets here.
