A Family Office

Trusted Family Advisors, LLC (“TFA”) is a Multi-Family Office located in Denver, Colorado. TFA was created in recognition of the need to support families with more than just estate planning and legal counsel. TFA was created by the estate and business planning law firm, Waller and Mark, PC. Through the deep relationships the law firm had developed with its clients, they realize that the clients needed assistance with recordkeeping, reporting, budgeting, wealthy literacy, risk management, and cash flows and highly customized services. Waller and Mark, PC decided to formalize the processes that they had in place. Thus, TFA was created.

TFA meets immediate client needs while helping to develop a complete picture of family wealth. This is crucial for the integration of unique family situations and goals in a complete estate plan.

We stress customization. All families are all unique. Each family has a unique story and unique needs. The high level of customization in our services is custom tailored to you. Our number one goal is to help you attain yours.