TFO PARTNERS

Owners

Goods & Services

Tax and taxation planning; Business acquisition and merger consultation services; Business succession planning; family governance and education services, namely, facilitation of family meeting, implementation of family governance and decision-making structure, and documentation of family mission, vision, and values; Family office services, namely, tax consulting and accounting services; Philanthropic planning, support and management services, namely, business services in the nature of assisting others in the establishment of charitable organizations, provision of business advice for family offices and philanthropic funds, promotion of charitable giving that reflects the core values of the donor by providing a method to identify the donor's core values and to select charities that foster those values, provision of business information regarding charitable or humanitarian organizations, and developing and managing the charitable giving programs of others; Business consulting, management, and planning services in the fields of family governance of business and other family assets, family offices, business succession, estate management, and special event planning for business purposes

Family office services, namely, training in the field of family office operations; Training and coaching in the fields of business and family leadership, wealth management, finance, investing, estate planning, family philanthropy to financially successful families, and interpersonal relationships; Provision of educational courses in the field of family office advisory

Financial advisory and consulting services, namely, investment consultation, asset allocation, financial planning, risk management and asset protection; financial services, namely, wealth management services, investment management and administration services in the nature of asset allocation, investment manager and fund selection, and investment reporting; financial services, namely, wealth management services; estate planning; financial advice, planning, information and consultancy services; Philanthropic planning, support and management services, namely, provision of philanthropy consultation relating to financial planning services in the nature of developing and managing charitable giving programs on behalf of wealthy individuals or families; insurance services, namely, underwriting, issuance and administration of life insurance; trust services, namely, investment and trust company services; estate trust planning; financial trust planning; trust management accounts; financial trust operations; estate trust management; financial trust administration; real estate investment trust services; real estate investment trust advisory services; real estate investment trust management services; family office services, namely, wealth planning, investment advisory, investment of funds for charitable purposes, estate and gift planning for financial purposes, and bill-pay services

Family office services, namely, regulatory compliance consulting in the field of taxes