1. Intro
2. Benefit from a Proven Process
3. Control 100% of Your Wealth
4. Move From Success to Significance
5. Integrate Advanced and Proprietary Tools
6. Assemble a Highly Skilled Planning Team
7. Obtain a Full-Color Plan Illustrating All of the Proposed Tools
8. Take Advantage of One-stop Access
9. Easily Re-optimize the Plan in response to...
10. Access Seven Levels of Service
11. Progress thru Phases at Your Pace
12. Timing of Deliverables
13. Planning Process
14. Value Showcased in Sample Deliverables
15. Family Wealth Statement
16. Financial Checkup
17. Value Proposition Letter
18. Value Proposition Letter Example
19. Planning Process: Consider 50+ Goals
20. Planning Process: Consider 200+ Tools
21. Tactical Plan
22. Executive Summary Plan
23. Comprehensive Plan
24. Case Study: Before and After
25. Gap Between Current and Desired Results
26. Current Plan Flowchart
27. Proposed Plan Flowchart
28. Fully-integrated Cash Flow Summaries
29. Next Steps
30. Prepare a Value Proposition Letter
31. Engage FOS Planners
32. Review the Benefits
33. Contact Us
34. Our Mission




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29. Next Steps

1. Provide Information to Prepare a Value Proposition Letter
2. Engage the Family Office Services planner to develop the VPL
3.  Review the benefits of engaging FOS planners to develop a complete plan that minimizes tax while maximizing benefits for you, your heirs, and your family foundation.

Our process begins with the Value Proposition Letter. If a client has clarity about goals and his or her current situation, Phase 1 may involve nothing more than a VPL for a nominal price. After reviewing the VPL, the client engages the Wealth Adviser for a plan in Phase 2. The VPL recommends which plan would be right for the client. The VPL also details the costs and benefits of entering into a Phase 2 engagement.


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