TFO FAMILY OFFICE PARTNERS - Key Persons
Job Titles:
- Senior Project Specialist
Job Titles:
- Family Wealth Strategist / Read Bio
Brittany has almost 20 years of experience in the wealth management industry and plays two important roles at TFO Family Office Partners. As Chief Operating Officer (COO), Brittany oversees the day-to-day operations of the firm. She transforms the firm's strategic initiatives into daily activities, tracks progress towards the firm's established objectives, and builds processes designed to make the firm efficient and effective. She regularly collaborates with advisors in their efforts to provide outstanding service to TFO's clients.
As one of TFO's Family Wealth Strategists, Brittany helps clients unravel the complexities that often accompany wealth. She helps families connect wealth and purpose by providing guidance in the areas of financial planning, investment advisory, estate planning, insurance review, and philanthropic strategy, with the ultimate goal of helping families feel free from the burdens of wealth so that they can enjoy their passions.
Brittany also serves on the TFO Family Office Partners' Operating Committee and Executive Committee.
Chris brings nearly 30 years of experience in helping high-net-worth individuals, families, and business owners achieve their personal and financial goals. As CEO and Chairman of TFO Family Office Partners, Chris collaborates with TFO's leadership team to develop the firm's vision and to establish its organizational and strategic direction. Chris is deeply passionate about helping families connect their wealth and purpose (his favorite question for families is "What is your wealth for?"). Chris likes to measure his day, and the day of each of his colleagues, by asking a simple question: "Did you help a family today?". Chris's purpose-driven approach to serving families (colleagues and clients) permeates the entire organization.
Chuck has over 30 years of experience in developing investment strategies for wealthy families and institutions. In his role as Chief Investment Officer (CIO) of TFO Family Office Partners, Chuck is responsible for leading the firm's investment practice and oversees the investment advisory services provided to all clients. This includes asset class research, asset allocation strategies, manager selection and portfolio construction as well as related communications and interaction with clients. Chuck has over 15 years of experience in CIO or similar roles, helping clients define their goals and objectives, developing optimal portfolio allocations in light of those goals, and conducting in-depth investment manager research/due diligence. Having spent the first 10 years of his career at accounting firm Arthur Andersen, he also has a deep understanding of the impact of taxes on one's wealth and the importance of designing tax-aware investment solutions. Chuck leads TFO Family Office Partners' Investment Committee as well as serving on its Operating Committee and Executive Committee.
Job Titles:
- Portfolio Administration Specialist
Job Titles:
- Family Wealth Strategist / Read Bio
Job Titles:
- Family Wealth Strategist / Partner
Damon has 25 years of experience managing wealth for families. In his role as a Family Wealth Strategist, Damon acts as a personal CFO by helping his clients define what they want to accomplish and aligning their wealth to maximize their odds of success. Damon has helped families sell businesses, transition to retirement, prepare children for affluence, buy dream homes, deal with the death of loved ones, make an impact in the community and identify their respective purposes for their wealth. Damon also serves on TFO Family Office Partners' Investment Committee, Operating Committee, and Executive Committee.
Job Titles:
- Family Wealth Strategist / Partner
Donald has been serving wealthy families for over 15 years. In his role as Family Wealth Strategist, Donald is responsible for providing strategic advice to client families on a wide variety of financial topics that impact their lives. In addition, Donald leverages his past experience as an estate planning partner in a national law firm to lead TFO Family Office Partners' estate planning practice. Donald has also played an integral role in creating and managing TFO Trust Company, and is a member of TFO Family Office Partners' Operating Committee and Executive Committee.
Job Titles:
- Senior Operations Associate
Job Titles:
- Member of the View All Leadership Team
Job Titles:
- Family Wealth Strategist / Partner
Jacquie has spent almost 20 years focusing on helping families identify the purpose for their wealth and developing plans that are consistent with their goals. As a Family Wealth Strategist with TFO Family Office Partners, Jacquie helps families align their investments, estate plans, philanthropic strategies and other financial matters with their specific objectives and purpose. Jacquie enjoys developing deep relationships with the families she serves and strives to minimize the financial burden and stress families often feel in their lives while providing them freedom to spend time doing the things they most enjoy. While Jacquie is focused on serving families, she also helps to shape the direction of TFO Family Office Partners as a member of the firm's Operating and Executive Committees.
Job Titles:
- Family Wealth Manager / Read Bio
Job Titles:
- Family Wealth Strategist / Read Bio
Job Titles:
- Investment Operations Manager
Job Titles:
- Family Tax Manager / Read Bio
Job Titles:
- Senior Accounting Associate
Mason has over 20 years of experience providing integrated tax planning and preparation services to high-net-worth families and their related business entities. In his role as Director of Tax at TFO Family Office Partners, Mason leads the firm's tax practice, overseeing the income tax services provided to clients. Mason has deep expertise in transactional tax planning for both individuals and flow-through entities, and he specializes in developing and executing income tax strategies that are aligned and integrated with a client's goals and purpose. Mason is also a member of TFO's leadership team, serving on the firm's Operating Committee and Executive Committee.
Job Titles:
- Family Wealth Strategist / Read Bio
Job Titles:
- Family Wealth Advisor / Read Bio
Job Titles:
- Member of the View All Leadership Team
- Director of Accounting Services
Job Titles:
- Director of Human Resources
Job Titles:
- Family Wealth Advisor / Read Bio
Job Titles:
- Family Wealth Advisor / Read Bio
Job Titles:
- Senior Accounting Associate