tillit

Tillit Advisors LLC
P.O. Box 2310
Princeton, NJ 08543

A message from Jeff DuFour CEO

For over 30 years, I have been a trusted advisor to entrepreneurs, executives and their families. While my client relationships have expanded during that time, I am pleased that I still represent families who were clients in the early 80's.

During my career, I have observed the delivery of financial services and products essential to private wealth management. Sometimes it was done right, but most often, it did not serve the best interests of the family. Conflicts of interest, often undisclosed, were certainly a major contributing factor. In addition, a lack of coordination of competent professionals necessary to achieve the required outcome often led to expensive, but less than satisfactory, outcomes. Indeed, many providers of investment management and related services continue to avoid any fiduciary responsibility to their clients.

I formed Tillit Advisors LLC, to provide comprehensive tax and wealth management services. Our mission is to help our clients enjoy their wealth by avoiding the time and burden of managing it. We enthusiastically embrace our fiduciary obligation to our clients and have developed a conflict-free approach to every aspect of our service delivery model, including fees and custody arangements. Please read more about this in the Philosophy section of our website.

I believe successful wealth management must be measured over one or more generations. It is not exclusively a function of investment results, but rather the sense of security that comes with a well thought out and executed plan that has been customized to the unique needs of the family and is flexible enough to adapt as priorities and circumstances evolve. Sensitivity to the myriad of family issues that eventually drive finances is critical to providing our clients with any sense of success.

Please join me for a conversation about how we can help you and your family achieve what you want.

Sincerely,

Download our site in pdf format