Who We Are

About FFM

Our Mission

Independent Advice You Can Trust

Family Financial Management, LLC was established to provide independent, high quality, trust and estate advice for affluent families and individuals. For the past twenty years, our Managing Directors have advised clients in the nation's largest private banks on a wide array of financial services including estate planning, trust administration, trust accounting, daily money management, general finance, tax planning, philanthropic giving and financial planning.

We begin by procuring and warehousing documents from our clients' attorneys, accountants, investment advisors and other professionals. Through our FFM model, we consolidate, simplify and generate reporting for our clients Estates and Trusts.

Our Services

Team

Georgia O’Brien

Managing Director

Georgia is the Managing Director for Family Financial Management where she specializes in independent, high quality, trust and estate advice for affluent families and individuals. Before founding FFM, she was the Chief Financial Officer of Tyler Perry Studios, where she oversaw his family office and handled all personal and business financial affairs. Previously, Georgia was a Wealth Management Advisor with First Union National Bank and later a Private Banker with Bank of America. She began her career as a financial planner with Allmerica Financial in Tarrytown, NY where she achieved her Certified Financial Planner designation. Georgia earned her Bachelor Degree in Economics from the University of Massachusetts at Amherst. Georgia volunteers her personal time as a Finance Committee member of Holy Transfiguration Greek Orthodox Church in Marietta. She lives in East Cobb with her husband and two sons and enjoys playing tennis.

Mike O’Brien

Director of Operations

Mike is the Director of Operations for FFM where he oversees all aspects of day-to-day business. Before joining FFM, he was the Distribution Center Manager for Entrematic Corporation where he managed the staff and operations of the Atlanta office. He brings over twenty years of vast leadership and organization experience to FFM. Mike believes having a good foundation for business allows people the freedom to do their job without constraints and allows one’s true passion for excellence to shine. Mike attends annual conferences to stay abreast of the current trends in business management and employee support.

Andrea Hoitsma

Accounting Manager

Andrea joined FFM as an Accounting Manager where she prepares and reviews client accountings and financial reporting. Prior to joining FFM, she worked part time in healthcare staffing and volunteered for many organizations, including serving as Treasurer for Young Men’s Service League. She is a graduate from Emory University where she earned her Bachelor of Business Administration in Accounting. Andrea began her career at KPMG as an auditor, and then joined a home healthcare company as an Accounting Manager. Following her desire to help people and stay within the finance field, she made a career change and worked as a recruiter filling high level accounting and finance positions for several years. Andrea lives in Roswell, Georgia, and enjoys travelling with her husband, visiting her two college-aged kids, reading and walking her dog.

Carrie Braunstein

Senior Accountant

Carrie joined FFM as an associate and was promoted into the role of Senior Accountant where she handles client accounting, reporting and oversees the client document portal. She began her career in underwriting for Zurich American Insurance Company in Schaumburg, Illinois where she reviewed detailed insurance proposals and advised clients. Carrie developed her strong organizational and time management skills through various project management engagements. Carrie resides in Tucson, Arizona where she works remotely and continues to be an instrumental team member of FFM. She enjoys spending time with her two sons, serving as her team’s tennis captain, playing pickleball and volunteering in homeless shelters.

Wendy Ladner

Marketing Manager

Wendy handles Marketing for FFM where she assists with implementing and executing campaigns for new business and client communication. Prior to joining FFM, Wendy was the Chief Administrative Officer for a private equity firm that managed franchises across the country. Early in her career, she was a Manager for Arthur Andersen and later served as a Tax Consultant to the Big Four Accounting firms and sourced new business. Wendy enjoys spending time with her two teenage sons, playing tennis, and volunteering with dog rescues and local food banks.

Collaboration & Partnership

Fees

We work strictly on a fee basis for services rendered. We charge by the hour for our advice or determine flat fee and retainer arrangements with our clients. We do not accept finder fees, placement fees, commissions, asset management fees or other monetary consideration from third parties.

Our Core Values

Independence

We have no products to sell. Our only interest is yours.

Transparency

Clear reporting and open communication at every step.

Integrity

Fiduciary duty is not a policy — it is who we are.

Family First

Every decision is made with your family's wellbeing in mind.