Our Services
Family Office Support Services
Supporting Family Office Executives
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.
What We Handle
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