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Speech topics
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Realizing Your Dreams through Purpose-Driven Planning
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Wealth Blueprinting with Income Tax Strategies
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Beyond Living Trusts
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Advanced Wealth Planning
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Advanced Income Tax Planning Techniques
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Optimizing Portfolios with Exchange Traded Funds
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Purpose-Driven Planning
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Building a Multi-Disciplinary Practice
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Best Practices in Philanthropic Planning
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Integrating Front-End and Back-End Planning Technology
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A Proven 17-Step Case Planning Process
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Advanced Planning Techniques for CPAs
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Best Practices of Successful Wealth Advisers
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Overcoming Regulatory Obstacles when Charging Fees
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A Proven Process for Serving High Net Worth Clients
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Tactical Planning Techniques
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Global Wealth Planning
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Funding Your Vision with Tax Savings
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Speaking experience
One of the nation's leading authorities on wealth planning for affluent families, Tim consistently earns highest audience ratings as a frequent speaker and trainer at professional meetings and events for local, regional, and national groups of affluent families, philanthropic officers, and wealth advisers - including accountants, attorneys, investment advisers, and insurance professionals.
Professional experience
Partner - Brown & Streza, Inc. and President Family Office Services. National lecturer, trainer, and author. 25 years experience providing wealth, estate, and charitable planning for multi-million dollar estates through national wealth planning organizations and financial service companies. Experience includes:
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President of ValMark Family Office Services and The Wealth Design Center
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Divisional Director - Renaissance
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Partner -Voorhees, Ibbotson, & Stolte Associates
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TIM VOORHEES
J.D., MBA
Area of expertise: Wealth Counseling
Tim Voorhees
Brown and Streza, LLP
Family Office Services Divsion
7700 Irvine Center Drive, #900
Irvine, CA 92618
Office: 800-447-7090
or 949-453-2900 (CA)
Facsimile: 866-447-7090
Voicemail: 877-447-7090
t.voorhees@brownandstreza.com
www.PurposeDrivenPlan.com
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Since entering the financial planning profession in 1978, Tim has developed broad experience in portfolio optimization and estate optimization.
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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.
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From 1990 until the present, he has focused on zero tax and charitable planning issues of concern to individuals with estates of $3 million or larger.
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While serving as President of The Wealth Design Center and Family Office Services, Tim has helped advisers plan hundreds of cases for high net worth individuals, integrating a range of more than 300 tactical tools into comprehensive Family Wealth Blueprints.
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Drawing upon experience while planning cases with many of the industry's most successful advisers, Tim regularly conducts half-day "Best Practices" and "Best Tools" training sessions for attorneys, CPAs, and other advisers.
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Professional affiliations
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Maryland State Bar Association
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Christian Legal Society (National Board 1994-1997)
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Institute for Christian Conciliation (Certified Christian Conciliator)
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Charter Member, Christian Financial Professionals Network
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Education
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JD - Southern Methodist University - Corporate & Estate Planning Law
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MBA - Arizona State University - Finance & Accounting, Academic Scholarship
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BA - Macalester College - Economics, National Merit and Public Speaking Scholarships
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Baccalaureate - Colombo Britanico - Cali, Colombia, South America
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Personal
Tim lives with his wife, Darci, and their sons in Mission Viejo, CA.
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