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.