Family Office Services

A summary of how 22 goals can be achieved through a combination of 12 planning tools

1	Adapt to changing goals, tax laws, and asset values
2	Use optimal planning tool mix
3	Model lifetime cash flow
4	Time distributions to charity
5	Reduce estate taxes
6	Fund favorite charities
7	Diversify assets tax-free
8	Protect assets from creditors
9	Generate income tax deduction
10	Maximize tax-free compounding
11	Earn income from assets outside the estate
12	Leverage transfers to heirs
13	Accumulate assets outside the estate
14	Let parents control gifts to children
15	Train heirs to manage investments
16	Discount estate tax liabilty
17	Equalize estate distributions
18	Minimize transfer taxes
19	Enhance security of surviving spouse
20	Keep wealth within bloodlines
21	Minimize capital gains tax
22	Reduce asset management fees
23	Reduce loss from active management
24	Reoptimize plan automatically as assets change
25	Avoid taxes from portfolio turn-over
26	Create Investment Policy Statement
27	Optimize portfolio allocation
28	Create "what if" analyses
29	Reduce investment volatility
30	Diversify closely-held stock
31	Acquire assets tax-efficiently
32	Liquidate assets from exchange funds
33	Harmonize goals within family
34	Evaluate grant-making policies
35	Buy insurance with pre-tax dollars
36	Review effectiveness of supported charities
37	Coordinate estate distributions
38	Create Monte Carlos based on lifetime cash flow
39	Defer taxable income
40	Liquidate annuities tax-effectively
41	Generate tax-favored income
42	Generate income offshore
43	Implement grant-making policy
44	Establish a trust protector
45	Leverage qualified plan assets
46	Establish a captive insurance company
47	Freeze property values
48	Invest in private equity
49	Liquidate QRP tax free
50	Maximize legal control over assets

51	Distribute employer securities from 401(k) tax-free
52	Manage family business succession
53	Cancel debt obligations at death
54	Carry-back operating losses to earlier years
55	Maximize control over social capital
56	Examine tax-efficient business merger options
57	Motivate key employees
58	Equip future family business leaders
59	Minimize IRD taxes
60	Control long-term care expenses
61	Sell an unneeded life insurance policy
62	Fund long-term care costs
63	Re-organize a family business
64	Monetize illiquid assets
65	Circument Rule Against Perpetuities
66	Provide stewardship training
67	Create amendable irrevocable trusts
68	Pursue aggressive tax planning
69	Increase inheritance for heirs
70	Fund a buy-sell agreement
71	Manage business in tax-free environment
72	Reduce estate expenses and delays
73	Optimize an annuitiy arbitrage
74	Evaluate complexity threshold
75	Evaluate Tenant in Common funds
76	Evaluate risk tolerance
77	Provide incentives for heirs
78	Terminate a split dollar agreement
79	Make tax-efficient transfers to heirs
80	Facilitate a 1035 exchange
81	Avoid taxes on deferred compensation
82	Plan for a non-citizen spouse
83	Facilitate multi-state probate
84	Evaluate performance attribution
85	Facilitate a 1031 exchange
86	Avoid unnecessary IRA payments
87	Develop a pre-nuptial plan
88	Accelerate inheritances to children tax-free
89	Fund college educations tax-efficiently
90	Compare 6166 installment sales to alternatives
91	Transfer IRA assets to heirs
92	Create a post-nuptial agreement
93	Sell business tax-free
94	Maximize non-qualified plan deductions
95	Enhance retirement plan returns
96	Mediate conflicts regarding wealth
97	Convert ordinary income into capital gains income
98	Step-up the basis of assets before sale
99	Avoid taxes on trust income
100	Maintain liquidity for emergencies