Web-based Software

vBlueprint Illustration System

Family Office Services provides advanced plan design capabilities to lawyers, insurance agents, investment advisers, etc. Clients and professional advisers use our service bureau and web-based software for plan design and illustration services. The vBlueprint.com software currently helps licensed advisers produce 20 popular illustrations. The software generates attractive PDFs with pictures (flowcharts and bar charts) for clients, numbers for accountants, and text with dispositive provisions for attorneys. The client-friendly reports are designed to unite advisers around specific plans for funding and managing advanced planning instruments. The reports can provide a valuable tool for attorneys during document drafting. Insurance and investment advisers appreciate how the reports explain the benefits of risk management and asset management strategies.

vTasker Case Tracking System

Family Office Services has been using vTasker to track all cases involving multiple advisers. The theory behind this web-based system is that a case will progress smoothly and effectively if the next actions required to move the case forward are accessible to all members of the client’s team at all times. This helps all advisers to know what tasks are assigned to them and when each task is to be completed. If an adviser fails to complete a mission-critical project, other advisers can promptly see the problem and offer support. The client is able to access his own personal website and check the Next Action Steps checklist to see who is following through on commitments and who isn’t. The client can also see how the adviser is adding value as dozens or hundreds of next actions are completed. The site can be used to store client information in the document libraries. Also, there is a calendar built into each site which can be synchronized with your Outlook calendar. The concept is that if “everyone knows what to do by when” there will be less confusion and finger-pointing amongst advisers if a case goes sideways.

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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.