Tim Voorhees
JD, MBA, AEP®

Tim Voorhees,JD, MBA, AEP®: Principal Partner, Matsen Voorhees Mintz Law, and President Family Office Services. National lecturer, trainer, and author. 39 years of experience providing wealth, estate, and charitable planning for multi-million dollar estates through national wealth planning organizations and financial service companies. Experience includes:

Area of expertise: Wealth Counseling and Wealth Blueprinting
  • Since entering the financial planning profession in 1978, Tim has developed broad experience in estate planning and portfolio planning.
  • 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.
  • 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.
  • While serving as President of Family Office Services and Managing Partner of its affiliated law firm, Tim has helped advisers plan thousands of cases for high net worth individuals.
  • Tim regularly conducts half-day "Best Practices" and "Best Tools" training sessions for attorneys, CPAs, and other advisers.
Professional affiliations
  • Maryland State Bar Association
  • Christian Legal Society (National Board in 1990s)
  • Institute for Christian Conciliation (Certified Christian Conciliator™)
  • Charter Member, Kingdom Advisors
  • Accredited Estate Planner® of the NAEPC
Education
  • JD - Southern Methodist University - Corporate & Estate Planning Law
  • MBA - Arizona State University - Finance & Accounting, Academic Scholarship, Beta Gamma Sigma
  • BA - Macalester College – Economics, National Merit Scholarship
Charitable Organization Leadership Roles
  • Chairman of the Board, The Institute of Christian Conciliation, 2016-Present
  • Board Member, Grace Classical Academy, Laguna Niguel, CA. 2015-Present
  • Board Member, Faith and Work Life national board, 2008-2010
  • Board Leader, Crown Financial Ministries, Southern California & Hawaii, 2008-2010
  • Member, Grace Church, Laguna Niguel 2004-present (Serve in various roles)
  • Member, Presbyterian Church in America, 1992-2004 (Served in various teaching and leadership roles)
  • Board Member, Christian Legal Society national board, 1990s

Please visit Tim Voorhees' full profile at www.LinkedIn.com/in/TimVoorhees, which contains info such as the following:

Tim Voorhees' Top Skills

To view information about Tim Voorhees' articles, book, brochures, strategy flyers, videos and other materials, click here to download Tim's bio: TimBio

President, Family Office Services
Principal Partner, Matsen Voorhees Mintz LLP
695 Town Center, Suite 700
Costa Mesa, CA 92626
Office: 800-447-7090
Facsimile: 866-447-7090
Voicemail: 877-447-7090
Email: tim@vfos.com
Site: www.vfos.com

Click to download info about Tim's newest books:

The Best Zero Tax Planning Tools
Wisdom for the Wealthy
Best Tools Resource Manual
Reflecting God's Character in Your Business
Reflecting God's Character in Your Planning
Click to See Details about Speeches below
  • Realizing Your Dreams through Vision Focused Planning
  • Wealth Blueprinting with Income Tax Strategies
  • Beyond Living Trusts
  • Advanced Wealth Planning
  • Advanced Income Tax Planning Techniques
  • Optimizing Portfolios with Exchange Traded Funds
  • Vision Focused Planning
  • Building a Multi-Disciplinary Practice
  • Best Practices in Philanthropic Planning
  • Integrating Front-End and Back-End Planning Technology
  • A Proven 17-Step Case Planning Process
  • Advanced Planning Techniques for CPAs
  • Best Practices of Successful Wealth Advisers
  • Overcoming Regulatory Obstacles when Charging Fees
  • A Proven Process for Serving High Net Worth Clients
  • Tactical Planning Techniques
  • Global Wealth Planning
  • Funding Your Vision with Tax Savings

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
  • Managing Partner, Million Voorhees LLP and its affiliated firm (2007-2011)
  • Partner of Brown & Streza LLP (2002-2007)
  • Managing Director of Wealth Counselors at Law and The Wealth Design Center (1996-2002)
  • Divisional Director - Renaissance (1994-1996)
  • Juris Doctorate student (1991-1994)
  • Partner -Voorhees, Ibbotson, & Stolte Associates (1990-1991)
  • Regional Director, JMB Realty (1984-1990)
  • MBA student (1982-1984)
  • Financial Planner, Morgan Stanley Dean Witter (1980-1982)
  • Licensed/Registered Financial Planner (1978-present)

To see additional bios for staff members employed by our law firm (Matsen Voorhees Mints LLP), please visit MVMLawyers.com
To see additional bios for our staff members with our Registered Investment Advisory firm (Voorhees Family Office Services, Inc.) please visit vfos.com/people

Office: 800-447-7090 or 949-878-9400 (CA) | Facsimile: 866-447-7090 | Voicemail: 877-447-7090 | Email: tim@vfos.com | Web: www.vfos.com

Tim Voorhees, a principal partner at Matsen Voorhees Mintz LLP ("MVM"), maintains a national wealth planning practice in conjunction with locally licensed attorneys in each jurisdiction where he practices. Tim Voorhees is licensed to practice law in Maryland; his practice is limited to Federal estate and tax planning issues. In California, Jeff Matsen and Jonathan Mintz oversee a team of attorneys that draft and help execute legal documents. Tim Voorhees does not practice law in California but manages Voorhees Family Office Services, Inc. ("VFOS"), a Registered Investment Advisory firm. VFOS supports MVM by providing plan design, reporting, and case coordination services necessary to illustrate and implement the advanced planning techniques described in Tim's books, articles, and speeches.