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Family Office Services

Finance · California, United States · <25 Employees

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About

Headquarters

100 Spectrum Center Dr Ste 780, Irvine, Califor...

Phone Number

(949) 468-2100

Revenue

<$5 Million

Industry

Finance General Finance

Recent News & Media

No recent news or media

Who is Family Office Services

How Do Attorneys and Wealth Advisers Work Together to Provide Family Office Services that Solve the Planning Puzzle and Answer the Following Six Qu estions? 1. Lifetime Income Tax Planning: Does your planner help you generate more after-tax income from earned and investment sources? 2. Estate Tax Planning: Does your planner help you calculate the amount of inheritance for each heir no matter what year you die or implement tax elimination strategies? 3. Business Succession Planning: Does your planner help you put in place a plan to transfer your business tax-efficiently to the next generation of owners and managers? 4. Risk Management: Does your planner help you evaluate exposure to risks that can be minimized with asset protection trusts, captive insurance companies, and insurance trusts? 5. Charitable Planning: Does your planner show you how to convert involuntary philanthropy (taxes) into voluntary philanthropy to increase after-tax retirement income and transfers for family? 6. Trust Funding/Investments: Does your planner work with your investment adviser to improve returns after-taxes?Read more

Family Office Services's Social MediaPopular SearchesFamily Office ServicesFamily Office ServiceFamily Office Services IncVfos Tech LLCVfos IncSIC Code 67,673NAICS Code 52,525Show more

Family Office Services Org Chart

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James Stevens

Managing Member

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Family Office Services Employee Growth Rate

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Family Office Services Tech Stack

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Frequently Asked Questions Regarding Family Office Services

Where is Family Office Services located?
Family Office Services's headquarters are located at 100 Spectrum Center Dr Ste 780, Irvine, California, 92618, United States
What is Family Office Services's phone number?
Family Office Services's phone number is (949) 468-2100
What is Family Office Services's official website?
Family Office Services's official website is www.vfos.com
What is Family Office Services's Revenue?
Family Office Services's revenue is <$5 Million
What is Family Office Services's SIC code?
Family Office Services's SIC: 67,673
What is Family Office Services's NAICS code?
Family Office Services's NAICS: 52,525
How many employees does Family Office Services have?
Family Office Services has <25 employees
What industry does Family Office Services belong to?
Family Office Services is in the industry of: Finance General, Finance
What is Family Office Services competition?
Family Office Services top competitors include: Brickley Wealth Management, Tripple Financial Service, Copper Canyon Wealth Management, Legacy Planning Alliance
What technology does Family Office Services use?
Some of the popular technologies that Family Office Services uses are: Google Universal Analytics, GoDaddy DNS, ASP.NET, Google Global Site Tag
How do I contact Family Office Services?
Family Office Services contact info: Phone number: (949) 468-2100 Website: www.vfos.com
What does Family Office Services do?

How Do Attorneys and Wealth Advisers Work Together to Provide Family Office Services that Solve the Planning Puzzle and Answer the Following Six Questions? 1. Lifetime Income Tax Planning: Does your planner help you generate more after-tax income from earned and investment sources? 2. Estate Tax Planning: Does your planner help you calculate the am... ount of inheritance for each heir no matter what year you die or implement tax elimination strategies? 3. Business Succession Planning: Does your planner help you put in place a plan to transfer your business tax-efficiently to the next generation of owners and managers? 4. Risk Management: Does your planner help you evaluate exposure to risks that can be minimized with asset protection trusts, captive insurance companies, and insurance trusts? 5. Charitable Planning: Does your planner show you how to convert involuntary philanthropy (taxes) into voluntary philanthropy to increase after-tax retirement income and transfers for family? 6. Trust Funding/Investments: Does your planner work with your investment adviser to improve returns after-taxes?Read More

What are Family Office Services social media links?
Family Office Services Linkedin page
Is Family Office Services a public company?
Family Office Services is private company therefore does not currently have an official ticker symbol
See more information about Family Office Services

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