You would never let an amateur run your business – the same standard should hold true for your personal finances. The RubinBrown Family Office Services Group specializes in helping high-net-worth individuals manage their personal wealth like a business. Whether your goal is increasing your net worth or enjoying that which you have already created, our specialists will provide you with customized services to meet your individual needs.

The structure of the Family Office Services Group provides the administration that enables you to enjoy your success in a stress-free environment. Our specialists will step in and handle all of the constant and important details of your finances so you don’t have to. We offer you a full suite of integrated tax and financial planning services, along with additional services such as bill paying, financial tracking and reporting to tie it all together.

As experienced professionals, we know the most rewarding financial plans include the successful integration of your goals, resources, stage of life and tolerance for risk. To ensure this happens, we have built a veteran team of specialists that includes investment advisors, attorneys, Certified Public Accountants and insurance professionals. They can assist you in the following areas: :

• Establish and quantify both short-term and long-term goals
• Gather financial information
• Determine your current net worth
• Provide alternatives to aid you in achieving your goals and review the advantages and disadvantages of each with you
• Counsel you in goal setting and the implementation of plans
• Monitor the planning process to meet your objectives

The RubinBrown Family Office Services Group offers one of the only fully integrated financial planning services in the area. You will have access to a skilled team of professionals that includes investment advisors, attorneys, Certified Public Accountants and insurance professionals, each with an average of more than 20 years of experience. For that reason, you can put your trust in us to ensure you receive the right solutions for your situation.

Our combination of veteran expertise and specialized skills enables us to offer a multi-disciplined approach to maximizing your total personal wealth. We have specialized resources dedicated to helping coordinate your compensation, income taxes, investments, risk management, retirement and estate planning, and cash flow management all in one place. The RubinBrown Family Office Services Group can assist you in the areas:

• Bill Paying
• Cash Flow Tracking and Reporting
• Investment Services
  • Planning
  • Tracking
  • Performance Monitoring
• Tax Return Planning and Compliance Retirement Planning Retirement Planning
  • Tax Return Preparation
  • Income Tax Planning
  • Coordination of Financial Data with Tax Compliance
• Retirement Planning
• Estate Planning
• Insurance Evaluation and Procurement

We have compiled online resources that may be helpful to you or your business. You may wish to bookmark this page for future reference.

EstatePlanningLinks.com
EstatePlanningLinks.com is a link to wealth preservation resources on the Web. For consumers and estate planning professionals, this site contains hundreds of well-organized, time- saving links to estate planning, elder law, tax and related Web sites.

MSN Money
The Planning section of this site provides information regarding estate, retirement and college planning. The site explains saving for college, prepayment, savings and savings bonds.

SmartMoney.com
SmartMoney.com provides information on college, retirement and estate planning. By downloading Microsoft Virtual Machine, you gain access to planning worksheets and calculators.

Seniorresource.com
Seniorresource.com provides a comprehensive source of housing information and services for seniors and their caregivers.

For additional information on the RubinBrown Family Office Services Group and how we can assist you please contact:

Maggie Klokkenga, CPA
Manager-In-Charge
314.290.3283
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Brian D. Frevert, CPA, MBA,CFP^®
Partner
303.952.1231
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Mary Ramm, CPA
Partner
913.499.4406
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