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.