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Family Leadership

Families with wealth are rightfully concerned with the growth, sustainability, and governance of their assets. TFR’s Family Leadership services assist in the development and implementation of the Family Leadership Committee. This committee structure is designed and implemented to ensure sound decision-making principles in regards to your financial legacy. TFR will objectively analyze your family’s current decision-making guidelines and ask the tough questions in order to pinpoint any potential challenges that may need to be addressed.

We are truly committed to know and understand the families we serve at TFR, and this “softer side” of family wealth management is what sets us apart from other firms. We are intentional about creating a positive, interactive, environment where our clients enjoy the time spent on the dreams, plans, and results attained through Legacy Planning.