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The TVFP Family Office
One Relationship. Three Layers of Expertise.
Imagine having one point of contact who maintains relationships with more than 100 local and national experts—ready to solve your most complex problems and bring you the best opportunities.
Welcome to the TVFP Family Office.
When you become a client, you are assigned a Lead Advisor—your primary point of contact and strategic quarterback.
Their role is to coordinate the planning, professionals, and resources needed to help you achieve your goals. We view the Family Office model in three layers:
Layer One
Your Core Team
This is the foundation of your relationship with TVFP.
Your core team includes your Lead Advisor and our in-house planning team, working in coordination with trusted CPA and attorney partners. This work is delivered through a single, transparent advisory fee that covers the core services we provide, bringing clarity and alignment to your financial life. [View our Advisory Model.]
This layer focuses on the six disciplines that drive long-term results:
Dynamic Investment Management
Retirement Income Optimization
Advanced Tax Mitigation
Efficient Wealth Transfer
Magnified Giving
Strategic Wealth Protection
This is where your plan is built, refined, and proactively managed over time.
Layer Two
National & Niche Experts
Some opportunities and challenges require specialized expertise.
Through our national network of over 100 vetted professionals, we can bring in niche experts when appropriate. A small sample includes specialists in areas such as gold and silver, business valuation and exit strategy, and oil and gas investments.
You don’t have to search for these experts. We’ve already built the relationships—and we coordinate their involvement.
Layer Three
Life Simplified
A true family office goes beyond financial strategy—it simplifies life.
This layer includes trusted non-financial professionals and resources that make your life easier, such as:
Contractors and service providers
Real estate professionals
Concierge medicine resources
Cybersecurity and server management support
Travel and lifestyle resources
Tired of negotiating when purchasing your next vehicle? We even have someone who can handle the haggling for you.
When you need the right person, you don’t start from scratch. You call us.
In a World Where It’s “Who You Know”, all you need to know is us.
We serve as the quarterback—selecting, coordinating, and overseeing the right professionals at the right time. Every relationship is vetted. Every strategy is intentional. Every introduction is made with your best interests in mind.
1
Start the Conversation
Schedule an initial call to explore your goals and see if there’s a natural fit.
2
Explore Together
You learn about us. We learn about you. We talk through what’s working, what’s missing, and what’s possible.
3
Create Lasting Impact
Move forward with a plan designed to maximize your relationships, life experiences and legacy.