Meet Our Partners
Our Multi-Disciplinary Approach
Working with thousands of individuals and families over the last 40 years, Family Office Law attorneys have learned that comprehensive planning is essential in serving our clients' needs. We pride ourselves in being one of the only law firms in the country to offer the specialized legal services necessary to help our clients integrate planning strategies with a focus on improving after-tax cash flow and after-tax transfers to beneficiaries. We have developed systems so that our lawyers work closely with financial planners to design, draft, and fund trusts most tax-efficiently. We use web-based project management systems to guide planning team members every step of the way. Instead of relying on the widely varied systems of outside law firms, we have developed extensive expertise in six key areas, all of which are critically important to you, your family and your future:
This unique integrated planning approach sets us apart in the legal industry. Other firms typically focus on 1 or 2 areas, but our experience has been refined in the above six areas over 40 years. Our attorneys are trained to look at your complete picture while showing how the benefits of planning are far greater than costs. We focus on achieving your goals without all the confusion that often accompanies plans developed by multiple firms using diverse processes or piecemeal implementation of planning strategies.
If your legal team isn't looking at your complete picture, you could be exposed to unnecessary taxes, expenses, and risks. You are also probably missing opportunities to lower taxes while increasing wealth for retirement, family and favorite charities.
The attorneys at Family Office Law have been regarded as the some of the best. Super Lawyers has recognized Mark Ziebold as a resining start in Estate Planning. Mark holds a 10/10 Superb rating on AVVO as well as certifications as a specialist in both estate planning and income tax planning. Tim Voorhees has been granted an honorary designation as an Accredited Estate Planner. His books have been recognized by industry leaders. Both Tim Voorhees and Gary Million have developed broad expertise with issues related to investments and insurance. Together, the 3 partners (Gary Million, Tim Voorhees, and Mark Ziebold) have more than 80 years of experience as lawyers and financial planners.
Boutique Firm Customer Service
Being a boutique firm helps us stay close to our clients and build strong and long lasting relationships. Below you will see a few of our client testimonials, including those from clients who have been with us for over 30 years.
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WE SERVE EACH CLIENT ACCORDING TO THE FOLLOWING PRINCIPLES:
Principle 1 - Integrity
An Family Office Law staff member shall offer and provide professional services with integrity.
Principle 2 - Objectivity
An Family Office Law staff member shall be objective in providing professional services to clients.
Principle 3 - Competence
An Family Office Law staff member shall provide services to clients competently and maintain the necessary knowledge and skill to continue to do so in those areas in which the designee is engaged.
Principle 4 - Fairness
An Family Office Law staff member shall perform professional services in a manner that is fair and reasonable to clients, principals, partners, and employers and shall disclose conflict(s) of interest(s) in providing such services.
Principle 5 - Confidentiality
An Family Office Law staff member shall not disclose any confidential client information without the specific consent of the client unless in response to proper legal process, to defend against charges of wrongdoing by the Family Office Law staff member or in connection with a civil dispute between the Family Office Law staff member and client.
Principle 6 - Professionalism
An Family Office Law staff member's conduct in all matters shall reflect credit upon the profession.
Principle 7 - Diligence
An Family Office Law staff member shall act diligently in providing professional services. Diligence is the provision of services in a reasonably prompt and thorough manner. Diligence also includes proper planning for and supervision of the rendering of professional services.