Senior Case Analyst
Family Office Technologies
695 Town Center
Costa Mesa, CA 92626
Greg Trump, CFP®
As the Director of Case Planning for Family Office Services*, Greg is involved with all aspects of fact finding, case design, analysis and client illustrations. Greg has 19 years of experience in advanced case design. He is intimately familiar with our planning software and case development process. He has direct contact with our partners and plays a primary role in the timely development and completion of our client deliverables.
Greg has illustrated strategies to help many hundreds of high net worth ("HNW") and high taxable income ("HTI") clients lower estate, gift, income, capital gains, and other taxes while increasing wealth available for family members and favorite charities. He has much experience with uniting CPAs, attorneys, and other advisers around a flowchart that summarizes all proposed strategies on a 1-page diagram that is supported with all necessary cash flow projections, legal document summaries, and project management checklists.
Greg graduated from the Purdue University Krannert School of Management in 1999 with a BS in Finance and Management. He received his Certified Financial Planner designation from the Certified Financial Planning Board of Standards.
*Family Office Services ("FOS") originated in the 1990s as the Wealth Design Center. FOS now coordinates activities of 6 related firms providing multi-disciplinary planning ("MDP") services. See www.vfos.com/6firms.