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.

Team

Georgia O’Brien

Managing Director
Learn More About Georgia

Carrie Braunstein

Staff Associate

Caroline Chapman

Staff Associate

Andrea Hoitsma

Accounting Manager

COLLABORATION & PARTNERSHIP

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.

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.

Let’s Get in Touch

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