Family Office Executives handle a wide variety of CFO and COO duties.

FFM supports you in your role by handling the record keeping, reporting and day-to-day financial aspects of your duties.

Establishing books and maintaining records for Trusts, family LLCs
Warehousing Trust documents in a cloud accessible, AICPA compliant portal
Recording and reconciling bank and investment statements into accounting software
Providing financial reporting, balance sheets, profit/loss, distribution reports
Preparing Income tax organizers, financial packet for CPA

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