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Optimize Help Center
Family Office Services
Getting Started
Introduction to Optimize
Policies
Privacy
Service Requests
Cash and Security Management
Account Administration
Systematic Plans
Special Handling
Family Office Services
Account Management
New Accounts
KYC Review and Updates
Family Office Services
Tax Preparation
Will Preparation
Financial Planning
Systems & Technology
Email
The Optimize Portal
CRM
Client Online Access
Compass
Croesus
Payroll
Financial Planning Software
Compliance
Reporting
Dashboards
Reports
Family Office Services
Review our comprehensive family office services, including tax preparation, will preparation, and financial planning.
Tax Preparation
Tax Prep Forms
Tax Prep Best Practices
Important Information for Tax Preparation
Tax Preparation | Frequently asked questions (FAQs)
The Optimize Financial Compass
Submitting a Tax Preparation Request
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Will Preparation
Will Prep Requests - Pipeline/Actioning
Will Prep Best Practices
Submitting a Will Preparation Request
Will Prep Forms - Last Will & Testament
Will Prep Forms - Power of Attorney for Property
Will Prep Forms - Living Will
Affidavits of Execution
Will Documents Execution Checklists
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Financial Planning
Financial Plan Best Practices
