Our Services
Trustee Services
Protecting Assets for Future Generations
Protecting assets for future generations carries significant meaning and responsibility. A Trustee must understand each Trust's terms, manage assets prudently, and communicate effectively with beneficiaries.
FFM supports a Trustee drawing on the experience working in the nation's largest Trust Departments to provide the advice and guidance needed.
What We Handle
Reviewing the terms of the trust and determining the needs of beneficiary(ies)
Collaborating with advisors to position trust assets for current and future beneficiaries
Conducting and documenting regular trustee and/or beneficiary meetings
Establishing books and maintaining records for the Trust
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 financial packets, Income tax organizers for CPA
Assisting in documenting distribution requests, advice on distributing assets