Become a Kingdom Advisor. Experience world-class training and set yourself apart from your peers. Kingdom Advisors are men and women becoming specialists in offering biblically wise financial advice. Join today to begin your journey to integrate faith and finance.
|I’m a member.||Login to my Account|
|I’d like to join.||Join as a Member|
|I’m just visiting.||Back to Resources|
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.
Tim 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.