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.

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.