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Source: The process for generating the numbers on the above grid is explained in the book at www.ZeroTaxCounsel.info.


      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

  The Family Office RIA works with affiliated tax lawyers and tax-wise planners to help clients generate tax benefits that are often 100X greater than the costs of planning. For example, with charitable planning, business planning, and estate planning, it is usually easy to show how tax savings are 100 times greater than costs. With income tax planning, benefits are typically 20X the costs. Insurance planning often produces benefits 10X greater than the costs. With investment tax alpha planning, it is often easy to show how we can generate 3% extra after-tax returns per year by adding 30 basis points to the costs; e.g., how we provide at least a 10X Value Proposition. These value propositions for the above planning concepts are summarized at the following links:
     
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.