FioreWealthPlanningConsulting
Post Office Box 426
Kooskia, Idaho 83539
Phone (208)926-7153 Fax (208)926-7224
Email [email protected]
MISSION STATEMENT
With over 40 years of tax and estate planning experience as a lawyer based in California, Owen Fiore now is available as a non-lawyer consultant to estate owners and their advisors, assisting clients to build, preserve and manage their business and investment assets on a multi-generational basis. Attached is an updated resume for Mr. Fiore, detailing his non-lawyer consulting practice and relevant experience as a resource and team player in wealth preservation.
The estate owner as a consulting client of FioreWealthPlanningConsulting agrees that Owen’s analysis, suggestions and recommendations, whether oral or in writing, do not constitute legal advice. At this time, as reviewed in the attached resume, Owen Fiore is not authorized to practice law and has no intention of doing so in his consulting efforts. Rather, as a team player with the client and his or her advisor team, Owen will utilize his unique experience in tax and estate planning as a resource to the client and other members of the advisor team so as to maximize the effectiveness of wealth preservation techniques and programs. Auditing existing plans is one of the important areas of Mr. Fiore’s consulting practice, thus developing issues for follow-up with legal, tax and financial advisors to the client.
Retention of Owen Fiore as a consultant should be reviewed with, and approved by, the client’s legal counsel, even though the consulting relationship normally is directly between the client and Mr. Fiore. Monthly billings are sent to the client for services, detailing consulting services and billing at the hourly rate of $275 – with travel and other costs only to be billed upon advance approval of the client.
It is expected that, by reason of the direct involvement of, and supervision by, the client’s legal counsel, Owen’s work product, suggestions and recommendations all will be subject to the attorney-client privilege and/or the work product privilege of the client. Mr. Fiore agrees to maintain strict confidentiality as to all client information and also to fully respect client privileges.
An engagement letter will confirm the consulting arrangement, and this Mission Statement is an integral part of such engagement letter, which also will detail the nature and scope of the consulting relationship. The client agrees, upon signing of the engagement letter, that he or she will instruct his other advisors to fully cooperate with Mr. Fiore in order to facilitate the consulting relationship.