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 equips advisers to replicate the success that we have in our retail practice. We show you how to develop successful seminars, attract attendees, schedule meetings with prospects, and engage new clients. We also show you how to charge fees, prepare client deliverables, implement plans, and fund trusts with investments and insurance.

 

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, 1996-2016
Family Office Services, Inc. ("FOS") and its affiliates do not promote strategies that lack substantial legal authority. All strategies included in this program are already widely known and generally accepted by the legal community. Zero tax planning is achieved by use of well known philanthropic strategies such as revocable bequests, charitable remainder trusts, charitable lead trusts, etc. FOS does not provide advice regarding these strategies but develops training materials in conjunction with an affiliated law firm and affiliated Registered Investment Adviser. Legal and investment advice is given only according to terms of retainers with these entities. Nothing in FOS materials is a recommendation or solicitation to buy or sell any securities. U.S. Treasury Circular 230 requires that this firm advise you that any tax advice is not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.