A highly regarded multi-family office has made a significant move into the Phoenix marketplace, bringing on several well-known local professionals to lead its new presence.
Tarbox Family Office, based in Newport Beach, has opened its Phoenix office and is ramping up its local operations. The Phoenix office will serve Arizona-based clients with net worth in excess of $5 million, as well as supporting client service for the California office and serving as the hub for all tax services for Tarbox clients.
Tarbox has brought on several seasoned local professionals in the financial services field for its Phoenix office, including Matthew Walker and Erin Itkoe. Walker joined as a partner and is the Head of Tax and Family Office Services. Itkoe recently joined Tarbox as the Director of Financial Planning. Itkoe has provided comprehensive strategic solutions to a wide range of clients, their families and related entities throughout her career.
Walker said he is excited to bring the depth of experience Tarbox Family Office has to Phoenix and to continue to take wealth management to the next level.
I am very pleased to have the opportunity to establish Tarboxs Phoenix presence and bring to our clients the exceptional services the firm offers, he said. The response we are already seeing from the industry and from current and prospective clients is very strong, and we are looking forward to continuing our growth here in the Valley.
Tarbox Family Office has built a reputation centered around delivering long-term investment results complemented by holistic financial planning for all clients. Founder and CEO Laura Tarbox has served on a number of national boards and was the CFP program director at the University of California Irvine for 20 years.
We are excited about this talented group of people and what they bring to the table in serving our clients, Tarbox said. Our firm is committed to creating a really enjoyable working experience for our clients while providing the highest level of financial services and advising. We are very selective about our growth opportunities, but the team were assembling in Phoenix is really well-positioned to make an impact in the market.
Tarbox Family Office was founded in 1985 and has more than $600 million in assets under management. For more information, visit www.tarbox.com.
Matt Walker, Partner
949.721.2330 | [email protected]