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.
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.