Tom Christensen, Cfp® Cws® Email & Phone Number

As a Relationship Manager with Schwab Advisor Family Office, I help single-family offices and multi-family office advisors reach their full potential. I consult with single and multi-family offices on a broad range of issues that affect families of significant wealth such as family office best practices, services, and creating family office communities. I consider it a privilege to work with, and learn from, family office advisors every day.Schwab’s experienced family office team is dedicated to providing a modern approach and highly specialized offering, serving both single and multi-family offices. Our mission is to be a trusted thought partner, empowering our clients to be successful in enriching the lives of the families we serve.Schwab draws from over three decades of serving affluent households. We partner with independent financial advisors who entrust more assets to Schwab than any other custodian. We have more than 434 family office advisors who collectively manage more than $706B with Schwab Advisor Services (as of February, 2024). We understand that advisors and family office executives require specialized service, technology, and products delivered by a dedicated team of experts. We have deep expertise and unique insight into the factors that will help drive success in serving these families. To learn more about Schwab Advisor Family Office, call me at (602) 355-3040 or email me at tom.christensen@schwab.com.

Listed skills include Wealth Management, Financial Advisory, Financial Services, Investments, and 7 others.