Advanced Case Planning

Family Office Services provides advanced case planning services to help you develop big cases and effectively collaborate with other advisers.

We offer software, a proven process, and first-class deliverables.

When working with your largest clients, conventional off the shelf software solutions are inadequate. They rarely, if ever, have the power and flexibility to illustrate and document your recommendations in a way that fully supports the key concepts with the nuance and flair you need to communicate that you report is truly unique and that you are in full command.

  • Obstacles
  • Use multiple software packages
  • Standalone Excel spreadsheets
  • Special PowerPoint slides
  • Supplemental pages
  • Copies of articles or other resource material

The result is a client presentation that may appear unprofessional. Changes can be a nightmare due to the pernicious "ripple effect" that requires one to carefully inspect each and every page to see if and how one little change of input requires many changes downstream. This process is tedious, time consuming and error prone.

To overcome these obstacles, we developed our proprietary CASE planning software to prepare a Family Wealth Blueprint®. The CASE software enables us to develop comprehensive client reports with fully integrated cash flows, income tax projections, net worth projections, estate tax estimation and estate distributions.

All of this content is presented with world-class graphics, charts, explanations and supporting documentation.

Every conceivable strategy or variation thereof can be fully customized for the client to learn more about each item available to you.

  • Family Wealth Blueprint®
  • Summary Blueprint
  • Tactical Plans
  • Financial Check up
  • Value Proposition Letter

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The Zero Tax Planning Institute was a program offered briefly from 2001 to 2011 to equip advisers to replicate the success enjoyed through law firms helping clients leverage estate tax exemptions and/or maximize charitable deductions. We explained the law firms' systems for developing successful seminars, attracting attendees, scheduling meetings with prospects, and engaging new clients. We explained how FOL attorneys added value to clients throughout each stage of the planning process. Because the program was technical in nature and subject to misinterpretation, the resources offered through the Institute are now only offered through Family Office Law LLP and its affiliated entities.

 

Zero Tax Planning is a program of Family Office Services, Inc.

Contact Us | 695 Town Center, Suite 700 | Costa Mesa, CA 92626
Phone: 800-447-7090 | Fax: 866-447-7090 | © Tim Voorhees, JD, MBA, 1996-2021
Case Planning services and materials referenced on this page are currently only available to Attorneys, CFAs, CFPs and other professional advisers working through Family Office Law LLP and its affiliated entities. Materials licensed in the past to outside advisers have been provided for legacy planning, cash flow planning, retirement planning, and portfolio planning but not tax-planning services.

Zero Tax Planning is a simple but powerful concept that integrates well-established non-charitable tools (such as insurance, LLCs, low-interest notes, and irrevocable trusts) with common charitable tools (such as gift annuities, charitable remainder trusts, charitable lead trusts, private foundations, pooled income funds, etc.) to help clients reduce taxes while increasing potential benefits for family and favorite charities. Most clients can zero-out estate, gift and GST taxes through the appropriate leveraging of standard estate and gift tax exemptions. Other charitable and business income tax strategies can be used to zero-out taxes on capital gains income and/or the portion of their income not needed for lifestyle expenses. It is not difficult to zero-out taxes simply by giving wealth to charity. Amazing opportunities arise, however, when the tax benefits of statutory charitable tools are combined with the tax benefits of non-charitable instruments described in the Internal Revenue Code. Family Office Law LLP ("FOL") attorneys and their affiliates do not recommend strategies that lack substantial legal authority.