Objective 7:
Achieve benefits not available elsewhere

In addition to providing high-level expertise and a comprehensive range of services - Family Office Services differentiates itself in the way that it holistically links the planning process with the client's vision and purpose... taking into account a family's aspirations as well as its assets. With Family Office Services' assistance and guidance, you can:

Control 100% of Your Wealth - by employing strategies that:

	Eliminate estate and/or gift taxes
	Reduce or eliminate income taxes
	Protect assets from creditors
	Pass the full value of an estate to heirs

Move From Success To Significance - through a "Visionary Plan" that addresses spiritual, emotional and social issues, and aligns financial and legal plans with personal values that may include:

	Making charitable gifts instead of paying taxes
	Involving family members in benefiting the community

Assemble a Highly Skilled Planning Team - that enables you to:

	Engage nationally-respected attorneys through a simple process
	Benefit from the depth of experience of advisers who specialize in creative strategies for families of wealth
	Work with planners who understand the complexities of Multi-Disciplinary Planning

Integrate Advanced Tools Into a Comprehensive Plan - that allows you to:

	Apply creative and cutting-edge ideas not widely available
	Optimize both the portfolio and the estate plan to achieve true wealth optimization
	Maintain financial and estate information in a format that keeps all of your advisors "on the same page"
	Integrate the impact of all proposed strategies on cash flow, income taxes, charitable giving, estate taxes and wealth distribution
	Understand the integrated planning effects through attractive and easy-to-follow graphs, tables, and text reports
	Easily re-optimize the plan in response to changing goals, asset values, or tax laws