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See a Report Card
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 Does your current plan fulfi ll the
objectives in your Family Wealth
Statement? Family Offi ce Services
helps you answer this question by
reviewing your current fi nancial,
legal, insurance, investment, tax,
retirement, and compensation
plans. After the Financial
Checkup is completed, we
develop a report card
that summarizes your
success in realizing
goals in each
fi nancial area. |
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| The Financial Checkup: |
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Includes a Current Plan Analysis & Report Card. |
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Can be easily upgraded into a Comprehensive Plan. |
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Includes a summary of income tax, insurance, investment,
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estate tax, retirement, and/or business succession issues. |
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