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.
Our clients seek a comprehensive and coordinated approach in their financial matters. We execute seamless solutions by working together with their attorneys, accountants, trust officers, bankers, investment advisers, insurance agents and other professionals. Through this coordination process our clients receive superior results and meaningful, effective advice.
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.