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Financial Checkup

Does your current plan fulfill the objectives in your Family Wealth Statement?

Family Office Services helps you answer this question by reviewing your current financial, legal, insurance, investment, tax, retirement and compensation plans. After the Financial Checkup is completed, we develop a report card that summarizes your success in realizing goals in each financial area. The Financial Checkup:

Includes a Current Plan Analysis & Report Card.
Can be easily upgraded into a Comprehensive Plan.
Includes a summary of income tax, insurance, investment, estate tax, retirement and/or business succession issues.

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.