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Begin with a Free Session
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Planners affiliated with Family Office Services share their best ideas with
clients during a free Discovery Session. At the end of each Discovery
Session, the planners will summarize ideas verbally or in writing. You will
see how the benefi ts of moving forward with planning far exceed the costs
of planning. The VPL will usually shows how we can keep total planning
and implementation costs less than 1% of tax savings.
Nearly all clients requesting the VPL also ask us to prepare a Financial
Checkup and Family Wealth Statement. During the preparation of these
documents, we meet with you several times and show you how you can
improve on your current plan by choosing a few of the best services,
planning tools, and ideas from 400+ wealth counseling books. We discuss
only ideas most relevant to you. |
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