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.

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.