The Process

While Family Office Services offers one of the most comprehensive arrays of services for wealthy families, the manner in which we help you use our services sets us apart. We have pioneered a proven process for uniting all of your advisers around your dreams, reviewing all aspects of your current plan, and guaranteeing you benefits far greater than costs. We combine any of 200+ planning tools to achieve any of 100+ goals that you may consider important.

Our process allows you to:

	Apply creative and cutting-edge ideas not widely available
	Optimize both your portfolio and your estate plan to achieve true wealth optimization
	Maintain financial and estate information in a format that keeps all of your advisers “on the same page”
	Integrate the impact of all proposed strategies on cash flow, income taxes, charitable giving, estate taxes, and wealth distribution
	Easily reoptimize the plan in response to changing goals, asset values, or tax laws
	Understand the integrated planning results in attractive and easy-to-follow graphs, tables, and text reports