Family
Offices
From CFO advisory and full-service accounting to staff augmentation and complete back-office support, we provide the expertise, precision and direction you can rely on. Our role is to give you clarity, control, and confidence — so you can focus on preserving and growing your legacy.
TFR’s tailored family office services provide wealth management solutions designed to give centralized management for complex financial affairs. We act as a trusted partner in preserving, managing, and growing generational wealth while aligning long-term financial life goals.
Financial Reporting & Budgeting
Effective financial management requires more than just reporting past performance—it demands forward-looking insights that guide smarter decision-making. Our financial reporting services for family offices provide’ our clients with a clear picture of current financial health, while projecting future needs and outcomes based on cash flows and cost structures. We deliver comprehensive reports tailored to the complexity of family wealth structures, offering clarity across investments, entities, and generations. Key Offerings: • Comprehensive financial reporting • Budget development • Cash-flow forecasting • Costs analysis & monitoring
Tax Advisory & Compliance
Coordination with tax professionals to optimize structures for efficiency while ensuring compliance with evolving regulations. Our Tax Advisory & Compliance services focus on optimizing your family’s financial structures to reduce liabilities and ensure regulatory alignment. We coordinate with tax professionals to create strategies that maximize efficiency while providing clarity on complex regulations. With proactive planning and transparent reporting, we help families safeguard wealth while navigating today’s evolving tax landscape. Key Offerings: • Tax-efficient wealth strategies • Compliance with local and international tax regulations • Multi-jurisdictional tax considerations • Coordination with family CPAs and tax advisors
Risk Management & Insurance Review
Evaluation and recommendations to protect family assets, income, and future generations from unforeseen risks. Risk Management is essential to protecting family wealth and ensuring long-term security. We provide a comprehensive review of potential financial, legal, and personal risks, and design strategies to safeguard assets against unforeseen events. From insurance reviews to liability protection, our approach ensures families have the right safeguards in place to withstand uncertainty. Key Offerings: • Insurance review and optimization • Asset protection strategies • Liability and risk exposure analysis • Business continuity and succession safeguards