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Finding and engaging high net worth individuals and business owners requires planning and careful execution of those plans. Family Office Services offers a series of products and tools designed to help you find and engage affluent clients and network with other professionals. Click on any link below to learn more about each item available to you. Products and Private Labeled Materials:

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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.

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.