Matsen Voorhees LLP.

This grid explains the 40 resources available to Channel Members and Allied Advisers who license turnkey practice development materials from Family Office Services, Inc. The grid indicates how Virtual Advisers can access 7 key resources for as little as $100/month and upgrade to the much more robust Allied Adviser and Channel Member programs.

Fund Your Vision brochure

This brochure displays images of the client’s dreams on the left inside panel and images of a flow chart on the right panel above a bar chart showing less estate tax, less income tax, more for family and more for charity. Between the left and right inside panels is a description of the CAPABLE planning process. On the back are results from 7 typical cases and a list of next steps.

Simplify Your Life brochure

This brochure displays 8 boxes depicting how the planning process involves a wealth counselor and concierge who oversee the insurance, investment, estate planning, accounting (e.g., income tax), business succession, and philanthropic planning aspects of the planning puzzle. Six of the eight boxes display the main sides of the planning puzzle explained in greater detail below in the Phase 1 and Phase 4 brochures; the other two boxes refer to the Wealth Counselor and Concierge who help the client solve the planning puzzle and follow clear action steps for implementing solutions.

Year-End Income Tax Planning Solutions

This article explains how advisers can apply advanced planning technques to help clients "zero-out" unnecessary income taxes. Many of the techniques integrate with estate planning instruments and take advantage of the tax benefits inherent in life insurance policies.

Best Zero Tax Planning Tools

This article explains how a basic plan is enhanced to create leveraged, total wealth control, and optimized plans by adding more planning instruments. Whereas, the basic plan has just 3 tools with modest tax savings and benefits for family, the client can "layer on" additional tools until an optimized combination of 12 planning instruments results in much bigger benefits for family and charity.

Passing on Your Values Before Transferring the Value of What You Own

This article from the April 2009 issue of Wealth Counsel explains how most families lose their wealth by the third generation. The article encourages families to clarify the vision and values that they want heirs to respect when using inherited wealth.

Family Office Capabilities

This article explains how clients can take advantage of opportunities offered through a Multi-Family Office. (From Best Practices Magazine - Spring 2008)

Leave a Meaningful Legacy

This is an advertorial from the Orange County Business Journal describing the integration of services required to transfer assets and the values that helped accumulate the assets.

The Family Office Is Open For High-Net-Worth Business

This article explains how insurance producers can help wealthy clients manage their legacies by providing services through a Multi-Family Office. (From Insurance News Magazine - October 2009)

Planned Giving Solutions brochure

This brochure shows how a charity can raise more than 70% of its annual budget using planned giving tools such as CLATs, CRTs, and DGAs.

Phase 1 Brochures

This brochure summarizes the Phase 1 FWS, FC, and VPL while showing how the Rubik’s Cube puzzle can be solved to help the donor fulfill a vision for building a "castle in the sky".

Phase 4 Brochure

This brochure summarizes how we track benefits of implementing proposed plans on an annual basis.

Family Wealth Blueprint brochure

This lists the 23 benefits of developing a Blueprint.

Wealth Dashboard Brochure

Explains how VFOS monitors plan implementation success online

Phase 2 Article

This article summarizes the zero-tax blueprinting benefits during Phase 2.

Phase 3 Animation

This web animation summarizes how we track insurance, investment, legal, and accounting implementation during Phase 3.

Explains how VFOS offers Phase 3 Retainer and Implementation services

Explains how VFOS works with a business owner