Certified Family Office





Qualify as a Certified Family Office™

Certified Family OfficeA Certified Family Office is a professional firm with Certified Family Office Professionals ("CFO Pros") who coordinate the work of Certified Financial Planners™, Certified Public Accountants, Chartered Financial Advisers, Certified Valuation Appraisers, Certified Legal Assistants, Certified Estate Planning Law Specialist, and other Certified Professionals. These professionals typically serve clients in highly specialized ways that may not consider the roles and goals of all planning team members unless a CFO Pro helps all advisers follow unified procedures with economic alignment.

CFO Pros are trained to help planning team members bring clarity, vision, simplicity and meaning to client engagements. CFO Pros learn from our proven success with helping clients operate businesses tax-efficiently while repositioning assets and income into trusts that maximize tax-efficient benefits for retirement, family, and favorite charities.

Qualify as a Certified Family Office Professional™ ("CFO Pro")

The CFPs, CPAs, CFAs, CVAs, CLAs and other certified professionals must be aligned to fulfill goals of clients. Alignment requires agreement about steps to implement transactions (workflows) and projections of expected revenues less expenses and gifts (cashflows). Complex planning can be greatly simplified when CFO Pros™ use technology to illustrate costs and benefits of planning with clear workflows to unite advisers in realizing cashflow targets. CFO Pros™ are trained to help all of the above professionals use common procedures and technology to work as a team while fulfilling the mission and vision of each client.

Why Qualify as a Certified Family Office?

  • Access customizable marketing materials
  • Work with highly experienced back office professionals to illustrate advanced strategies
  • Develop new multi-disciplinary planning revenue opportunities
  • Direct millions to charities and receive new client referrals from charities
  • Gain competitive advantage by offering one-stop planning
  • Learn from advisers who have positioned themselves as the lead advisers on planning teams for many of America's most successful families

How Does the Family Office Branding Differentiate Professional Advisers?

  • Do you want to attract more clients with net worths of $1 million and much higher?
  • Do you want to be perceived as more than a product or transaction person?
  • Do you want to position yourself as a trusted adviser bringing visionary leadership?
  • Do you want to be more of a catalyst for positive change in the lives of your clients and the community?

If you answered "yes" to these questions, please explore our websites linked here and contact us to learn more about how Family Office Services can help you advance your practice.

Family Office Services, Inc. ("FOS") is the administration company serving the following entities managed by Tim Voorhees. To contact FOS staff, please call 800-447-7090 or email info@vfos.com