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Value Proposition Letter

At the culmination of Phase 1, Family Office Services prepares a Value Proposition Letter that quantifies the benefits of planning before you engage us, and determines your cost of moving forward in the planning process.

Drawing upon our experience in developing hundreds of plans for wealthy individuals, we are able to show you specifically how proper planning will lower your estate and income taxes, increase transfers to your heirs, improve lifetime income, enhance your charitable giving potential, and achieve other goals. You will see how tax savings typically exceed our fees by a factor of 200 to 1. The Value Proposition Letter:

Summarizes results of current plan
Estimates potential benefits of planning
Recommends a course of action
Estimates fees

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.