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.

Scott has over 30 years of experience helping families connect their wealth and purpose, empowering them to live the life they want. As the President of TFO Family Office Partners, Scott is responsible for overseeing all services provided by the firm with the goal of making sure clients enjoy an outstanding experience with our team. He has extensive experience delivering a wide array of wealth management services and strives to deliver integrated, comprehensive solutions aimed at simplifying our client’s lives and providing peace of mind. Scott has over 20 years of experience in leadership roles in the multi-family office space and serves on the TFO Family Office Partners’ Operating, Investment, and Executive Committees.