Trust FFM Family Financial Management, LLC

Trustee Support

Advice & Guidance

Protecting assets for future generations carries significant meaning and responsibility. The way assets are managed have long and short-term consequences. Beneficiaries may have very different needs. Since a Trustee can be liable for the mis-management of an estate, poor decisions can hurt them personally. 

FFM coaches a Trustee with over 30 years of experience in working with the largest corporate Trust Departments. Together we implement a plan for the future security of your family. Trustee services include:

► Understanding the terms of the trust

► Determining the needs of beneficiary(ies)

► Strategically positioning trust assets for current and future beneficiaries

► Preparing annual accountings

► Providing beneficiary distributions

► Fulfilling tax obligations