Family Office Services exists in order to provide trusted expertise to individuals and families by designing and implementing blueprints for minimizing taxes and maximizing benefits for retirement, family, and favorite charities.

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See how to fund your vision with tax savings.

We would like to welcome you to our website. On this site, you can learn about our unique process for helping individuals and families accomplish their financial goals through purpose-driven planning.

We have assembled an experienced team to provide you with the highest level of planning available in the country. You will find detailed information throughout this site that describes our planning process.

We encourage you to look around. Please note how the Quick Tour summarizes our process, the case studies explain several of the 200+ tools that we can illustrate, and the library includes a broad array of books related to wealth counseling. We hope that this site is informative and will provide meaningful direction as you continue charting the course for your family's future.

Warm regards,

Your Wealth Counselors
Matsen Voorhees, LLP