Family Office Services

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

100 Spectrum Center Dr Ste 730, Irvine, ...

Phone Number

(866) 447-7090

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
1
1
1
1
2

About Family Office Services

Voorhees Family Office Services specializes in providing comprehensive family office solutions, including lifetime income tax planning, estate tax planning, business succession planning, risk management, charitable planning, and trust funding/investments. Their services are designed to help clients generate more after-tax income, efficiently transfer wealth, and manage risks through tailored strategies. The company collaborates with attorneys and wealth advisers to address complex financial planning needs for families and businesses. Their intended clients include high-net-worth individuals and families seeking expert guidance in managing their wealth and planning for future generations.Explore more
Family Office Services's Social MediaPopular SearchesFamily Office ServicesFamily Office ServiceVfos Tech LLCVfos IncFamily Office Services IncSIC Code 62,628NAICS Code 52,523Show more

Family Office Services Org Chart

PhoneEmail
AJ
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Client Relationship Manager

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SH
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Strategic Coordinator

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JK
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Certified Financial Planner

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SH
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Bookkeeper

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Family Office Services

<$5M
11-50
Private
-
2005
AJ
Aaron JohnsonClient Relationship Manager
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
2003
<$5M
1-10
Private
-
1989
Joe Maggiore, President at Legacy Planning Alliance
Joe MaggiorePresident
<$5M
1-10
Private
<$5M
2010
N/A
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2017
TS
Tatiane SaraviaHead of Operations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Family Office Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Family Office Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Family Office Services.

Family Office Services Tech Stack

A closer look at the technologies used by Family Office Services

Family Office Services News & Media

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Frequently Asked Questions Regarding Family Office Services

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: 62,628
What is Family Office Services's NAICS code?
Family Office Services's NAICS: 52,523
How many employees does Family Office Services have?
Family Office Services has 11-50 employees
What industry does Family Office Services belong to?
Family Office Services is in the industry of: Finance, Securities Trading
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: Microsoft 365, Google Tag Manager, GoDaddy DNS, GoDaddy SSL Certificates
How do I contact Family Office Services?
Family Office Services contact info: Phone number: (866) 447-7090 Website: www.vfos.com
What does Family Office Services do?

Voorhees Family Office Services specializes in providing comprehensive family office solutions, including lifetime income tax planning, estate tax planning, business succession planning, risk management, charitable planning, and trust funding/investments. Their services are designed to help clients generate more after-tax income, efficiently transf... er wealth, and manage risks through tailored strategies. The company collaborates with attorneys and wealth advisers to address complex financial planning needs for families and businesses. Their intended clients include high-net-worth individuals and families seeking expert guidance in managing their wealth and planning for future generations.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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