AFO Capital, Ltd. is the family office for a Fort Worth-based family which was founded in 2007 when the family’s business was sold. The office is responsible for providing investment management, wealth management and other related services to the members of the family, their various investment partnerships and trusts, and their private foundation. Some of the key functions of the office include: investment and portfolio management; accounting, record keeping and financial reporting; coordination of tax planning and trust and estate planning; and coordination of charitable activities.
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AFO Capital, Ltd. is the family office for a Fort Worth-based family which was founded in 2007 when the family’s business was sold. The office is responsible for providing investment management, wealth management and other related services to the members of the family, their various investment partnerships and trusts, and their private foundation. Some of the key functions of the office include: investment and portfolio management; accounting, record keeping and financial reporting; coordination of tax planning and trust and estate planning; and coordination of charitable activities.
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