Individuals and Families

TDC provides objective investment advice to individuals and families. Our disciplined approach to investing best serves those looking to unite their goals with a long-term vision designed to create enduring wealth for generations to come. We help families realize that vision by embracing a globally diverse, evidence-based investment philosophy that delivers a customized investment experience with discipline courage and conviction.

We Help High Net Worth Families Interested in:

  • Creating a plan to align their substantial wealth with their goals and values
  • Collaborating with their next generations to understand and sustain their family values
  • Maintaining a long-term relationship to help navigate through their personal and collective journeys
  • Allowing their wealth to make their family stronger, closer, and wiser.

Please Note: The scope of any financial planning and consulting services depends upon the terms of the engagement and the specific requests and needs of the client. TFO-TDC does not serve as a law firm, certified public accounting firm, nor an insurance agency. TFO-TDC does not prepare legal documents or tax retruns, nor does it sell insurance products. However, as described on TFO-TDC’s written disclosure Brochure, if the client desires, a TFO-TDC affiliated entity and/or one of TFO-TDC’s representatives, in their separate individual licensed capacities, can be engaged to be provide insurance sales/services per the terms and conditions of a separate engagement and compensation.