How can a firm truly put families first in wealth management?

Join host David Armstrong as he interviews Chris Erblich, co-founder of TFO Family Office Partners. Chris shares the origin story and evolution of TFO’s three distinct but interconnected entities: a full-service multifamily office in Phoenix, a wealth management firm in Ohio and a South Dakota-based public trust company. He explains how each was built in response to real client needs rather than a grand business plan.

It all started with a family office sparked by a gap in legal-client relationships, expanded into wealth management and ultimately the firm formed a trust company to address trustee challenges for ultra-high-net-worth families. Throughout the conversation, Chris emphasizes TFO’s purpose-driven mission: to help families, however and wherever they need it.

David and Chris discuss:

- What prompted estate attorney Elbrich to first convince his law firm to back an in-house multi-family office, and why he and his partners eventually bought it outright.
- How an opportunistic meeting with a Genspring advisor looking for a new home led him to build a separate MFO in Phoenix.
- The firm’s approach to client services, tax preparation and estate planning.
- Building an in-house South Dakota Trust company that was, at first, seen as an accommodation, but soon became a profitable business service highly valued by clients. 
- Elbrich’s mission statement and the one question that helps him decide where to focus his efforts growing the business. 
- Future growth plans, and how he feels about mergers and acquisitions in the RIA space. 

Resources:

Listen to the RIA Edge Podcast on WealthManagement.com: https://bit.ly/3YVhfof 
Listen and Subscribe to the RIA Edge Podcast on Apple Podcasts: https://bit.ly/3RFXCPn 
Listen and Subscribe to the RIA Edge Podcast on Spotify: https://bit.ly/44Cbwd5 
 
Connect With David Armstrong:
 
WealthManagement.com: http://bit.ly/3RKHvyY 
LinkedIn: WealthManagment.com: https://bit.ly/3YkoRAv 
LinkedIn: David Armstrong: https://www.linkedin.com/in/djamesarmstrong/ 
Twitter: David Armstrong: https://twitter.com/djamesarmstrong 
LinkedIn: Informa: https://bit.ly/3leEF9g 

Connect With Chris Erblich:

TFO Wealth Partners https://tfowealth.com/
TFO Family Office Partners https://tfofamilyoffice.com/
LinkedIn: Chris Erblich https://www.linkedin.com/in/chriserblich/
LinkedIn: TFO Wealth Partners https://www.linkedin.com/company/tfowealth/
LinkedIn: TFO Family Office Partners https://www.linkedin.com/company/tfofamilyoffice/
Husch Blackwell https://www.huschblackwell.com/

About Our Guest:

Chris is a nationally recognized estate planning attorney, business owner, and speaker focusing on helping individuals and families connect their wealth and purpose. His clients are those who have truly lived the American dream, and Chris values the opportunity to work with and learn from them. In addition to Chris' role as Partner at Husch Blackwell, Chris is the CEO and Chairman of TFO Family Office Partners (based in Phoenix, Arizona), CEO of TFO Wealth Partners (based in Maumee, Ohio), and President and Director of TFO Trust Company (based in Sioux Falls, South Dakota). Chris also has multiple real estate investments. It is this experience that enables him to understand firsthand the challenges and complexities of managing both companies and properties, and he readily identifies with clients' goals and desires for their own businesses. In addition to the services he provides to clients, Chris is a highly sought-after speaker in the world of high-net-worth estate planning and has delivered more than 200 presentations nationwide to attorneys, accountants, financial service professionals, and business owners.


RIA Edge Podcast: Chris Erblich on TFO’s Response to Client Needs

NREI Weekender Episode 6 - NREI Research Series: Annual REIT Study Review, July 13, 2019

Today, David Bodamer continues with the NREI Research Series by reviewing NREI’s 4th annual REIT study. 

In this episode, you will learn:

- The major takeaways from this year’s research
- Which categories are on respondents’ buy and sell lists
- The status of REIT balance sheets
- What kind of predictions the study provides for REIT stock prices and returns 
- And more

Tune in now to hear the latest findings in the Review of the fourth annual REIT Study as part of the NREI Research Series.

Resources:
National Real Estate Investor

RIA Edge Podcast: Chris Erblich on TFO’s Response to Client Needs

WealthManagement.com

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