Family Office Services Inc

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Tim Voorhees >--> Tim Voorhees JD, MBA, AEP Bio Speaking Affiliation Best Zero Tax Planning Tools Wisdom for the Wealthy Best Tools Resources Manual Tim Voorhees,JD, MBA, AEP : Principal Partner of Family Office Law (Million Voorhees Ziebold LLP) and President of Family Office Services and its affiliated firms . National lecturer, trainer, and author. 48 years of experience providing wealth, estate, and charitable planning for multi-million dollar estates through national wealth planning organizations and financial service companies. Experience includes: Area of expertise: Wealth Counseling and Wealth Blueprinting Since entering the financial planning profession in 1978, Tim has developed broad experience in estate planning and portfolio planning. During the 1980s, he consulted with a variety of leading investment firms to help develop investment policy statements and conducted asset allocation seminars with professors from leading graduate financial programs. From 1990 until the present, he has focused on "zero tax planning * " and charitable planning issues of concern to individuals with estates of $3 million or larger While serving as President of Family Office Services and Managing Partner of its affiliated law firm, Tim has helped advisers plan thousands of cases for high net worth individuals. Tim regularly conducts web-based "Best Practices" and "Best Tools" training sessions for attorneys, CPAs, and other advisers. Professional affiliations Admitted to practice before

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