We Are At
We integrate expertise from all aspects of managing the complexity of wealth, with an emphasis on listening, protecting privacy and building a high-trust relationship so we can support you in achieving your life goals.
Provide support to families of significant wealth who are relationship-driven, have limited time and struggle with the complexities wealth brings, and believe they need help achieving their personal life goals.
As a fiduciary, we focus on delivering maximum value with objective, independent advice and complete cost transparency.
We understand what keeps you awake at night
We know how busy and demanding your life is as a business owner, entrepreneur or senior executive and we understand the new worries that face retirees. That's because we're a founder led firm and can relate to the challenges of balancing it all. We greatly respect the trust it takes for you to pass on the day-to-day management of your family's financial needs. What better way to simplify your complicated life than to partner with a fiduciary-only firm without incentive to steer you into self-serving investments.
We refuse profit sharing arrangements which stand in direct conflict with a family's best interest. We are at our core, and in everything we do, your family's fiduciary—meaning we put your personal and financial interests first ... ahead of our own.
TMG Family Office is 100% aligned with your interests and delivers objective, independent advice with complete cost transparency. We integrate expertise from all aspects of managing the complexity of wealth, with an emphasis on listening closely, protecting your privacy and building a high-trust relationship. We're a forward-thinking firm and we know your family is too. Our multi-generational model provides the support needed to preserve values and build a long-lasting legacy. This includes helping educate and equip the future generations.
The foundation of the TMG Family Office is strong—thanks to us bringing on Berman Investment Advisors and Astraeus Advisers, two established multifamily offices. Together, the two firms have been working with families with significant wealth for over 32 years.
We simplify your life so you can focus on what's important—growing your business, achieving your goals, creating memories with your family and protecting your wealth for generations to come.