Brittany has almost 20 years of experience in the wealth management industry and plays two important roles at TFO Family Office Partners. As Chief Operating Officer (COO), Brittany oversees the day-to-day operations of the firm. She transforms the firm’s strategic initiatives into daily activities, tracks progress towards the firm’s established objectives, and builds processes designed to make the firm efficient and effective. She regularly collaborates with advisors in their efforts to provide outstanding service to TFO’s clients.

As one of TFO’s Family Wealth Strategists, Brittany helps clients unravel the complexities that often accompany wealth. She helps families connect wealth and purpose by providing guidance in the areas of financial planning, investment advisory, estate planning, insurance review, and philanthropic strategy, with the ultimate goal of helping families feel free from the burdens of wealth so that they can enjoy their passions.

Brittany also serves on the TFO Family Office Partners’ Operating Committee and Executive Committee.

Chris brings nearly 30 years of experience in helping high-net-worth individuals, families, and business owners achieve their personal and financial goals. As CEO and Chairman of TFO Family Office Partners, Chris collaborates with TFO’s leadership team to develop the firm’s vision and to establish its organizational and strategic direction. Chris is deeply passionate about helping families connect their wealth and purpose (his favorite question for families is “What is your wealth for?”). Chris likes to measure his day, and the day of each of his colleagues, by asking a simple question: “Did you help a family today?”. Chris’s purpose-driven approach to serving families (colleagues and clients) permeates the entire organization.