Trust FFM Family Financial Management, LLC

Executive Services

Trust and Estate Advisory

► Estate settlement
► Trust administration
► Private foundations
► Closely held businesses

Financial Oversight

► General finance
► Estate, gift & income tax planning
► Personal CFO Credit and Banking Advisory
► Evaluate bank services
► Negotiate debt structures

Professional Advisor Search

► Attorneys
► Accountants
► Investment advisors
► Valuation experts
► Estate sale experts
► Realtors

Management Services

Trust and Estate Management, Power of Attorney Support

► Gather financial records
► Create accounting records
► File life insurance claims
► File retirement claims
► Personal property distributions

Financial Management

► Financial reporting, balance sheets, profit/loss, reconcile bank statements
► Bill pay, check preparation, bookkeeping, check registers through Quick Books or Quicken
► Income tax organizers
► Electronic document storage