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Tim Voorhees, managing partner of Copenbarger & Voorhees, LLP, reviews collaboration principles that his firm has developed while implementing hundreds of “zero tax plans.” He explains fourteen proven principles for uniting family members and advisors around plans that minimize taxes while enhancing retirement income, increasing inheritance amounts, and improving charitable giving potential. The session addresses topics such as understanding why collaboration fails, facilitating client meetings, resolving conflicts among advisors, and tracking success.
About the Speaker
Tim Voorhees
Matsen Voorhees Mintz LLPTim Voorhees, JD, MBA, AEP® is a Managing Partner of Matsen Voorhees Mintz LLP and President of Family Office Services. He is a national lecturer, trainer, and author. Tim has 36 years of experience providing wealth, estate, and charitable planning for multi-million dollar estates through national wealth planning organizations and financial service companies. He is a Charter Member of Kingdom Advisors. He received his BA in Economics from Macalester College, his MBA in Finance and Accounting from Arizona State University, and his JD from Southern Methodist University. Tim lives with his wife, Darci, and their two sons in Mission Viejo, CA.
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