Thompson Family Office
Putting the clients goals and objectives first and foremost.
Thompson Family Office · Gilbert , Arizona
Is this you, Taylor?
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About
Our family started our family office 40+ years ago. We pride ourselves working with $100+ million dollar families to clients just getting started. We are an educational first firm NOT transactional. We look to build a partnership to come along side of your finances as a personal CFO for the next 30+ years to get your to and through retirement. We have a wide range of skills and team members to serve you and your needs.
Who they serve
- HENRY (high earner, not rich yet)
- Real estate investors
- Multi-generational families
- Early-career professionals
- Founders
- Executives
- Ultra high net worth
- High earners
- Pre-retirees
- Retirees
Services
- 401(k) & IRA Management
- Alternative Investments
- Cash Flow Planning
- Debt Management
- Estate Planning
- Executive Compensation
- Family Office Services
- Financial Planning
- Insurance/Risk Management
- Life Transition Planning
- Pension Planning
- Portfolio Management
- Real Estate Advisory
- Social Security Planning
- Wealth Management
- Trust Services
- Tax Strategy
- Stock Option Planning
- Risk Management
- Retirement Planning
- Portfolio Rebalancing
- Philanthropic Planning
- Liquidity & Exit Planning
- Investment Management
Structured record
| Name | Thompson Family Office |
|---|---|
| Firm | Thompson Family Office |
| Location | Gilbert , Arizona |
| Fee model | Percentage of Assets (AUM) · Subscription · One-Time Financial Planning Fee |
| AUM | $100M - $500M |
| Founded | 1990 |
| Firm size | 6 - 20 employees |
| Affiliation | Hybrid RIA/Broker-Dealer |
| Designations | Series 65 · Other |
| Investment approach | Blend of both |
| Website | terrawealth.com |
| /taylorjthompson/ |
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Specialties
- Crypto & digital assets
- Real estate investors
- Small business owners
- Retirement planning
- Family wealth transfer
- Equity compensation
- Pension planning