Multi-Family OfficeRIA · CRD 159440SEC-Registered

Updated:

TFO Family Office Partners

TFO Family Office Partners was established in 2011 by Chris Erblich. The firm provides investment advisory, estate planning, family governance, and...

TFO Family Office Partners logo

TFO Family Office Partners

TFO Family Office Partners was established in 2011 by Chris Erblich. The firm provides investment advisory, estate planning, family governance, and philanthropic advisory to a range of clients. Scott Horn serves as President and CEO of the Phoenix operations. The firm deploys capital through direct co-investments and SPVs, fund-of-funds commitments, distressed and turnaround situations, and mission-related investing. Asset classes include FinTech, AgriTech & FoodTech, Industrial Tech, Mobility & Transportation, and Sports & Wellness. Geographic coverage spans North America and Europe. Investment stages encompass buyout, growth, distressed, and turnaround opportunities. TFO maintains membership in the Family Wealth Alliance and Young Presidents' Organization. Principals participate in Scottsdale Rising Young Professionals. Adjacent structures include the Brad and Ellen Soultz Foundation and Theresa's Fund Inc. The firm also holds interests in real estate and precious metals. Ownership of TFO Trust Company is shared 50 percent with TFO Wealth Partners, an Ohio-based affiliate. This structure separates certain trust services from the core advisory business while preserving coordinated family-office functions.

General information

Firm type

Multi Family Office

Year founded

2011

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Phoenix

Corporate office

Phoenix, AZ, United States

Principals

Chris Erblich

Chairman and CEO

Scott Horn

President and CEO of TFO Phoenix

Sector focus

FinTechAgriTech & FoodTechIndustrial TechMobility & TransportationSports & Wellness

Frequently asked questions

Who runs investment decisions at TFO Family Office Partners?

Chris Erblich serves as Chairman and CEO. Scott Horn serves as President and CEO of TFO Phoenix operations.

Is TFO Family Office Partners structured as a single family office or multi-family office?

It operates as a multi-family office serving multiple client families, trusts, and organizations.

Does TFO Family Office Partners participate in fund commitments or only direct deals?

The firm uses both fund-of-funds commitments and direct co-investments or SPVs.

What investment stages does TFO Family Office Partners typically target?

Stages include buyout, growth, distressed, and turnaround.

How is TFO Family Office Partners related to TFO Wealth Partners?

TFO Wealth Partners holds 50 percent ownership of TFO Trust Company alongside TFO Family Office Partners.

Where does TFO Family Office Partners maintain geographic investment focus?

Confirmed coverage includes North America and Europe.

Does TFO Family Office Partners maintain philanthropic structures?

Yes. Related vehicles include the Brad and Ellen Soultz Foundation and Theresa's Fund Inc.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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