Membership

We offer several membership programs designed to meet the needs of advisers at different stages of development

Family Office Services provides a subset of the 40 family office resources to a select group of attorneys, CPAs, and wealth managers who join our network as Virtual Advisers. Affiliated advisers can use proven web-based resources to engage more clients and implement legal plans more successfully. Likewise, investment advisers can use our Registered Investment Advisory resources to develop financial plans that display how insurance and investment solutions complement legal solutions. Advisers can review resources at www.VirtualAdviserGrid.com and see how they can help clients appreciate the tax-savings benefits related to integrating legal and investment/insurance solutions.

Virtual Adviser Program
Allied Adviser Program
Channel membership Program
Comparison of Programs

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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.