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
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President, Family Office Services, Inc.
Principal Partner, Million Voorhees Ziebold, LLP
695 Town Center, Suite 700
Costa Mesa, CA 92626
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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.
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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.