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While Family Office Services offers one of the most comprehensive arrays of services for families of wealth, how we help you use them sets us apart.

Objective 7:
Achieve benefits not available elsewhere

In addition to providing high-level expertise and a comprehensive range of services - Family Office Services differentiates itself in the way that it holistically links the planning process with the client's vision and purpose... taking into account a family's aspirations as well as its assets. With Family Office Services' assistance and guidance, you can:

Control 100% of Your Wealth - by employing strategies that:

Eliminate estate and/or gift taxes
Reduce or eliminate income taxes
Protect assets from creditors
Pass the full value of an estate to heirs

Move From Success To Significance - through a "Visionary Plan" that addresses spiritual, emotional and social issues, and aligns financial and legal plans with personal values that may include:

Making charitable gifts instead of paying taxes
Involving family members in benefiting the community

Assemble a Highly Skilled Planning Team - that enables you to:

Engage nationally-respected attorneys through a simple process
Benefit from the depth of experience of advisers who specialize in creative strategies for families of wealth
Work with planners who understand the complexities of Multi-Disciplinary Planning

Integrate Advanced Tools Into a Comprehensive Plan - that allows you to:

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

U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.