The TVFP Family Office is a fiduciary advisory model that gives each client one Lead Advisor who coordinates in-house planning plus CPAs, attorneys, and specialist experts under a single advisory fee. Clients gain access to a network of more than 100 local and national professionals across core planning, niche expertise, and life-simplified resources.
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.
Traditional advice often stops at investments. The TVFP Family Office assigns a Lead Advisor to coordinate planning, CPA and attorney partners, and specialist experts under one advisory relationship—so you are not left managing disconnected professionals alone.
Layer One
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:
Layer Two
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
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:
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.
Schedule an initial call to explore your goals and see if there’s a natural fit.
You learn about us. We learn about you. We talk through what’s working, what’s missing, and what’s possible.
Move forward with a plan designed to maximize your relationships, life experiences and legacy.