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The Process

While Family Office Services offers one of the most comprehensive arrays of services for wealthy families, the manner in which we help you use our services sets us apart. We have pioneered a proven process for uniting all of your advisers around your dreams, reviewing all aspects of your current plan, and guaranteeing you benefits far greater than costs. We combine any of 200+ planning tools to achieve any of 100+ goals that you may consider important.

The Seven Levels of Service Provided By A Capable Planning Team
7 Levels 7 Roles 7 Deliverables
C COUNSELOR Family Wealth Statement
A ANALYST Financial Checkup
and/or
Value Proposition Letter
P PLANNER
Tactical Plan
and/or
Comprehensive Plan
A ADVISER COORDINATOR
B BINDER PUBLISHER
L LICENSED IMPLEMENTER Legal Documents
E EVALUATOR/ EDUCATOR Annual Updates


Our process allows you to:

Apply creative and cutting-edge ideas not widely available

Optimize both your portfolio and your estate plan to achieve true wealth optimization

Maintain financial and estate information in a format that keeps all of your advisers “on the same page”

Integrate the impact of all proposed strategies on cash flow, income taxes, charitable giving, estate taxes, and wealth distribution

Easily reoptimize the plan in response to changing goals, asset values, or tax laws

Understand the integrated planning results in attractive and easy-to-follow graphs, tables, and text reports
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was 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.