Family Financial Management, LLC was established to assist affluent families and individuals manage the complexity of their lives through independent, high-quality trust and estate advice. For the past twenty years, FFM has advised clients on a wide array of financial services including estate planning, trust administration, trust accounting, daily money management, tax planning, philanthropic giving and financial planning. We work closely with our clients’ attorney, accountants, and wealth advisors to streamline the estate and trust process.
COLLABORATION & PARTNERSHIP
FFM’s model begins by procuring and warehousing documents from our clients’ legal and financial advisors and then consolidates, simplifies and generates seamless reporting to all necessary parties
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.