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Family officesOfficeoutsourced family office · candidate

TFO Family Office Partners

Family Offices

Phoenix, AZ

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:fdd7187b-9dbf-4bf8-91a3-86f05da49c7b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures, dfx's own graph. Page built Sep 19, 2026, 2:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 1
Observed: Sep 12, 2026 to Sep 14, 2026
39 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

TFO FAMILY OFFICE PARTNERS

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Regulatory AUM: $5.0BForm ADV, as of 2026-03-27
Private funds: 0
Investments: 2
Direct investments: 2
People: 5
Decision makers: 3derived
Website: tfopartners.com

Investments

Target	State	Kind	Asset class	Sector	Announced	Amount	Evidence
TFO Family Office Partners	n/a	Portfolio listing	n/a	n/a	n/a	n/a	fact
TFO Wealth Partners	n/a	Portfolio listing	n/a	n/a	n/a	n/a	fact

People

Person	Title	Role	Seniority	Family member	Current	Evidence
Charles Robert Carroll	Chief Investment Officer	cio	principal	n/a	yes	fact
Christopher Edward Erblich	Director, Chairman, Partner, Ceo, Secretary and Treasurer	leadership	principal	n/a	yes	fact
Scott Michael Horn	President	leadership	principal	n/a	yes	fact
Brittany Leigh Genzale	Chief Operating Officer	operations	senior	n/a	yes	fact
Patricia Sue Schwarz	Chief Compliance Officer	operations	senior	n/a	yes	fact

Relationships

Invested in (2)

→ TFO Family Office PartnersCompanyPortfolio listing
factThe subject's own site
→ TFO Wealth PartnersCompanyPortfolio listing
factThe subject's own site

Owns (3)

← The Faithful Life LLCOrg5% to 10% (Owner)
Oct 1, 2025 to presentfactForm ADV
← Brick Bridge LLCOrg5% to 10% (Owner)
Oct 1, 2025 to presentfactForm ADV
← TFO Partners, Inc.Org75% or more (Owner)
Jan 1, 2023 to presentfactForm ADV

Employs (5)

→ Charles Robert CarrollPersonChief Investment Officer
Nov 1, 2011 to presentfactForm ADV
→ Brittany Leigh GenzalePersonChief Operating Officer
Jun 1, 2020 to presentfactForm ADV
→ Patricia Sue SchwarzPersonChief Compliance Officer
Jan 1, 2013 to presentfactForm ADV
→ Scott Michael HornPersonPresident
Dec 1, 2011 to presentfactForm ADV
→ Christopher Edward ErblichPersonDirector, Chairman, Partner, Ceo, Secretary and Treasurer
Oct 1, 2011 to presentfactForm ADV

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Show 3 bookkeeping events

First seen by DFX
Sep 13, 2026
date not stated
TFO Family Office Partners: OUTSOURCED_FAMILY_OFFICE -> OUTSOURCED_FAMILY_OFFICE (TFO Family Office Partners is one firm in the TFO Partners group of wealth, family office and trust firms serving many individuals, families and businesses.)
First seen by DFX
Sep 12, 2026
date not stated
TFO Family Office Partners: CONFIRMED_MFO -> OUTSOURCED_FAMILY_OFFICE (the office describes itself as a outsourced family office (cited))
First seen by DFX
Sep 12, 2026
date not stated
TFO Family Office Partners found on the SEC adviser roster (name)

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (office website) · as of 2026-09-12

Also named here, with no published line of their own (reach them through the firm): Charles Robert Carroll (Chief Investment Officer), Brittany Leigh Genzale (Chief Operating Officer), Patricia Sue Schwarz (Chief Compliance Officer), Scott Michael Horn (President), Christopher Edward Erblich (Director, Chairman, Partner, Ceo, Secretary and Treasurer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:fdd7187b-9dbf-4bf8-91a3-86f05da49c7b
First observed: Sep 12, 2026
Last observed: Sep 14, 2026 4 days ago
Source families: Federal regulator filings, Firm and issuer disclosures, DFX's own graph
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TFO Family Office Partners

Family Offices

Phoenix, AZ

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:fdd7187b-9dbf-4bf8-91a3-86f05da49c7b

Target

State

Kind

Asset class

Sector

Announced

Amount

Evidence

TFO Family Office Partners

n/a

Portfolio listing

n/a

fact

TFO Wealth Partners

n/a

Portfolio listing

n/a

fact

Person

Title

Role

Seniority

Family member

Current

Evidence

Charles Robert Carroll

Chief Investment Officer

cio

principal

n/a

yes

fact

Christopher Edward Erblich

Director, Chairman, Partner, Ceo, Secretary and Treasurer

leadership

principal

n/a

yes

fact

Scott Michael Horn

President

leadership

principal

n/a

yes

fact

Brittany Leigh Genzale

Chief Operating Officer

operations

senior

n/a

yes

fact

Patricia Sue Schwarz

Chief Compliance Officer

operations

senior

n/a

yes

fact