Donald Scott

Donald Scott Email and Phone Number

Partner and Family Wealth Strategist at TFO Family Office Partners | Vice President and Director of TFO Trust Company | Director of Estate Planning and Family Wealth Strategist at TFO Wealth Partners @ TFO Family Office Partners
Donald Scott's Location
Phoenix, Arizona, United States, United States
Donald Scott's Contact Details

Donald Scott personal email

n/a

Donald Scott phone numbers

About Donald Scott

Specialties: Investments, Financial Planning, Estate Planning, Income Tax, Family Office Services, Family Governance and Education, Philanthropic Planning

Donald Scott's Current Company Details
TFO Family Office Partners

Tfo Family Office Partners

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Partner and Family Wealth Strategist at TFO Family Office Partners | Vice President and Director of TFO Trust Company | Director of Estate Planning and Family Wealth Strategist at TFO Wealth Partners
Donald Scott Work Experience Details
  • Tfo Family Office Partners
    Partner And Family Wealth Strategist
    Tfo Family Office Partners Jun 2016 - Present
    Phoenix, Arizona
    The true value of your wealth isn’t what’s shown on a statement.It’s about empowering you toward your specific purpose.That’s how TFO Family Office Partners can help.Wealth shouldn’t feel stressful and complex. We’ve designed your family office experience to give you a sense of:• Care• Vision• Confidence• FreedomA true family office experience is more than just a collection of knowledgeable professionals. It requires a team that works in concert to provide the experience your family deserves across a wide range of services:• Wealth Planning and Family Office Services• Investment Advisory Services• Tax Consulting and Compliance• Estate and Wealth Transfer Planning• Family Governance• Accounting and Bill Pay• Philanthropic Planning and Activities• Family Life Skills
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  • Tfo Trust Company
    Vice President And Director
    Tfo Trust Company Feb 2018 - Present
    Donald serves as Vice President and Director of TFO Trust Company, which was formed in direct response to the unique needs and goals of the client families of its parent companies, TFO Family Office Partners and TFO Wealth Partners. Operating under some of the most favorable state tax and trust laws in the country, TFO Trust Company provides flexible, customized, and personalized service with its expertise in helping to solve the challenges high-net-worth and ultra-high-net-worth families face. TFO Trust Company is committed to helping families by serving in the role of Trustee, Co-Trustee, or Directed Trustee.
  • Tfo Wealth Partners
    Director Of Estate Planning And Family Wealth Strategist
    Tfo Wealth Partners Jun 2016 - Present
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  • Husch Blackwell
    Partner
    Husch Blackwell Jan 2011 - Jun 2016
    Phoenix, Arizona Area
    My practice was concentrated in the area of sophisticated estate planning for high net worth individuals and business owners. I worked with clients on gift, estate and generation-skipping tax planning, wealth preservation, life insurance, irrevocable trust planning, the creation and maintenance of family limited partnerships and the overall implementation of business succession plans for closely held businesses.
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  • Frazer Ryan Goldberg & Arnold, Llp
    Attorney
    Frazer Ryan Goldberg & Arnold, Llp Aug 2007 - Dec 2010
    Phoenix, Arizona Area
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Donald Scott Skills

Estate Planning Investments Financial Planning High Net Worth Individuals Succession Planning Estate Tax Planning

Donald Scott Education Details

Frequently Asked Questions about Donald Scott

What company does Donald Scott work for?

Donald Scott works for Tfo Family Office Partners

What is Donald Scott's role at the current company?

Donald Scott's current role is Partner and Family Wealth Strategist at TFO Family Office Partners | Vice President and Director of TFO Trust Company | Director of Estate Planning and Family Wealth Strategist at TFO Wealth Partners.

What is Donald Scott's email address?

Donald Scott's email address is do****@****ell.com

What is Donald Scott's direct phone number?

Donald Scott's direct phone number is +131265*****

What schools did Donald Scott attend?

Donald Scott attended Arizona State University College Of Law, Northern Arizona University.

What are some of Donald Scott's interests?

Donald Scott has interest in Family, Snowboarding, Spending Time With Friends And Family, Cycling, Surfing, Travel.

What skills is Donald Scott known for?

Donald Scott has skills like Estate Planning, Investments, Financial Planning, High Net Worth Individuals, Succession Planning, Estate Tax Planning.

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