Your Next Step
During a free Discovery Session, we will review your goals and
existing plans to spot opportunities and offer solutions that
generally cost less than 1% of the tax savings. Each Discovery
Session is led by Tim Voorhees and/or an attorney trained by
Tim on advanced planning techniques. See details at www.
FreeDiscoverySession.com. For more information about how
you can review the best techniques for minimizing taxes and
funding your vision, please call us at (800) 447-7090 or email us
As a partner at a law firm that
focuses on planning for the
affluent and as the president of
a registered investment advisory
firm, Tim Voorhees has led
teams that have developed
hundreds of zero-tax plans to
help clients realize their wealth
Our Mission: "To help wealthy individuals realize their dreams by implementing
comprehensive lifetime wealth blueprints for minimizing taxes and maximizing
the value of their estates, their businesses, and transfers to their family members
or favorite charities."
What Makes Us Unique:
1. Our team cares more about your vision and aspirations than your assets.
2. Our highly-capable team has planned hundreds of cases using a proven
3. Our proprietary software integrates 300+ planning instruments in a plan
optimized for you with detailed annual balance sheet and cash flow numbers
through life expectancy.
4. We implement! We have a track record documenting how we have generated
billions of dollars in benefits on hundreds of cases.
5. We provide a free discovery session and low-cost "Value Proposition Letter" to show you the benefits and costs of planning before you engage us for
Family Office Services, Inc.
695 Town Center · Suite 700· Costa Mesa, CA 92626
Phone: 800-447-7090 or 949-878-9400
Fax: 866-447-7090 or 949-878-9401