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Click to download Timís bio: TimBio

President
Family Office Services
695 Town Center
Suite 700
Costa Mesa, CA 92626
Office: 800-447-7090
or 949-468-2100 (CA)
Facsimile: 866-447-7090
Voicemail: 877-447-7090
Email: tim@vfos.com
Site: www.vfos.com

Click to download info
about Timís newest books:
   
   
Realizing Your Dreams through Vision Focused Planning
Wealth Blueprinting with Income Tax Strategies
Beyond Living Trusts
Advanced Wealth Planning
Advanced Income Tax Planning Techniques
Optimizing Portfolios with Exchange Traded Funds
Vision Focused Planning
Building a Multi-Disciplinary Practice
Best Practices in Philanthropic Planning
Integrating Front-End and Back-End Planning Technology
A Proven 17-Step Case Planning Process
Advanced Planning Techniques for CPAs
Best Practices of Successful Wealth Advisers
Overcoming Regulatory Obstacles when Charging Fees
A Proven Process for Serving High Net Worth Clients
Tactical Planning Techniques
Global Wealth Planning
Funding Your Vision with Tax Savings

Speaking experience
One of the nation's leading authorities on wealth planning for affluent families, Tim consistently earns highest audience ratings as a frequent speaker and trainer at professional meetings and events for local, regional, and national groups of affluent families, philanthropic officers, and wealth advisers - including accountants, attorneys, investment advisers, and insurance professionals.

Professional experience
Managing Partner, Copenbarger & Voorhees LLP and its predecessor firm (2007-2011)
Partner of Brown & Streza, Inc. (2002-2007)
Managing Director of Wealth Counselors at Law and The Wealth Design Center (1996-2002)
Divisional Director - Renaissance (1994-1996)
Juris Doctorate student (1991-1994)
Partner -Voorhees, Ibbotson, & Stolte Associates (1990-1991)
Regional Director, JMB Realty (1984-1990)
MBA student (1982-1984)
Financial Planner, Morgan Stanley Dean Witter (1980-1982)
Licensed/Registered Financial Planner (1978-present)

Tim Voorhees,
JD, MBA

Managing Partner, Matsen Voorhees Law, and President Family Office Services. National lecturer, trainer, and author. 34 years of experience providing wealth, estate, and charitable planning for multi-million dollar estates through national wealth planning organizations and financial service companies. Experience includes:

Area of expertise: Wealth Counseling and Wealth Blueprinting

Since entering the financial planning profession in 1978, Tim has developed broad experience in estate planning and portfolio planning.
During the 1980s, he consulted with a variety of leading investment firms to help develop investment policy statements and conducted asset allocation seminars with professors from leading graduate financial programs.
From 1990 until the present, he has focused on zero tax and charitable planning issues of concern to individuals with estates of $3 million or larger.
While serving as President of Family Office Services and Managing Partner of its affiliated law firm, Tim has helped advisers plan hundreds of cases for high net worth individuals.
Tim regularly conducts half-day "Best Practices" and "Best Tools" training sessions for attorneys, CPAs, and other advisers.

Professional affiliations
Maryland State Bar Association
Christian Legal Society (National Board in 1990s)
Institute for Christian Conciliation (Certified Christian Conciliator™)
Charter Member, Kingdom Advisors
Accredited Estate Planner® of the NAEPC

Education
JD - Southern Methodist University - Corporate & Estate Planning Law
MBA - Arizona State University - Finance & Accounting, Academic Scholarship
BA - Macalester College Ė Economics, National Merit Scholarship

Charitable Organization Leadership Roles
Board Leader, Crown Financial Ministries, Southern California & Hawaii, 2008-2010
Board Member, Christian Legal Society national board, 1990s
Board Member, Faith and Work Life national board, 2008-2010
Member, Grace Church, Laguna Niguel 2004-present (Serve in various roles)
Member, Presbyterian Church in America, 1992-2004 (Served in various teaching and leadership roles)

Personal
Tim lives with his wife, Darci, and their sons in Mission Viejo, CA.

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.