Home Site Map Contacts
Attorneys/Planners:
Tim Voorhees, JD, MBA, AEP® (Principal)Mark Ziebold, JD, LLM (Principal)Evan Pan, MBA, CFAJames Tam, Financial Planner*David Holaday, ChFC, CAPGreg Trump, CFP®Yueyao Li, CFA, Financial Planner*
Case Managers:
Lara JohnstonStacy SopataDarryl SopataDavid HanMonica GilbertValerie Dimalanta
Operations Team:
Janie HarrimanLisa Dau
 

For more information about our staff with each entity, please visit:
Family Office Insurance Services
Family Office Law
Family Office RIA (TEAMS/PGA)
Family Office Foundation
Family Office General Counsel
Family Office Tax Plans
 

Solving planning puzzles to minimize taxes while maximizing benefits for retirement, family, and favorite charities.

 

 

 

 

 

We would like to welcome you to our website. On this site, you can learn about our well-developed process for helping individuals and families accomplish their financial goals through tax-efficient planning.

We have assembled an experienced team to provide you with the highest level of planning available in the country. You will find information throughout this site that describes our planning process.

We encourage you to look around. Please note how the Quick Tour summarizes our process, the case studies explain several of the 200+ tools that we can illustrate, and the library includes a broad array of books related to wealth counseling. We hope that this site is informative and will provide meaningful direction as you continue charting the course for your family's future.

Warm regards,

Tim Voorhees, JD, MBA, AEP®
Family Office Services, Inc.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
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.