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29. Next Steps
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Provide Information to Prepare a Value Proposition Letter
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Engage the Family Office Services planner to develop the VPL
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Review the benefits of engaging FOS planners to develop a complete plan that minimizes tax while maximizing benefits for you, your heirs, and your family foundation.
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Our process begins with the Value Proposition Letter. If a client has clarity about goals and his or her current situation, Phase 1 may involve nothing more than a VPL for a nominal price. After reviewing the VPL, the client engages the Wealth Adviser for a plan in Phase 2. The VPL recommends which plan would be right for the client. The VPL also details the costs and benefits of entering into a Phase 2 engagement.
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