Turn-key System

The Zero Tax Planning System™ from Family Office Services provides the marketing, training, software and case planning support you need to immediately begin engaging high net worth clients.

Marketing. Our marketing materials and support assist you to immediately engage new clients and forge new alliances with centers of influence. Our online illustration system (“vBlueprint”) helps you to provide important education materials designed to highlight the benefits of many financial and estate planning tools and motivate the client to engage you to customize a plan.

Training. Our workshops give you direct access to the experts and connection to a community of like-minded professionals. Our webinars continue to expand your knowledge in a time and cost effective way. Our library of over 100 recorded videos gives you just in time information on demand.

Case Planning. We are here to help you when you open a case that requires significant back office resources and expertise.

Administration. Our case tracking system (“vTasker”) helps you to keep track of the many implementation steps and keep the case moving forward with a minimum of delays.

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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.