CASE STUDY: MULTI FAMILY OFFICE TFO PHOENIX The Company Founded in 2011, TFO Phoenix is an Arizona-based family office with over $2.4 billion in assets under management.* The firm provides a full range of investment, financial, tax, estate planning, education and other services to its clients. The Challenge As with many firms, TFO Phoenix was using spreadsheets to manage partnership accounting. While this essentially accom- plished what the firm needed, the process of rolling over the database, comparing data points and building a new spread- sheet each year was time consuming and increased the chance of input error. Plus, the accounting became more cumbersome as the firm grew and the partnerships it supported increased in complexity. TFO Phoenix eventually took a step back to qu

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