Solutions & Services

FFO solutions are delivered by an award-winning team of family office, accounting, tax, business and wealth management professionals, supported by state-of-the-art-systems and technology. Products and services are offered directly or through an expansive network of elite service provider relationships. FFO centrally coordinates and manages all aspects to ensure seamless integration and effective oversight of all functions.


 

Accounting & Financial Services

  • Balance sheet
  • Cash flow and Lifestyle Planning
  • General Ledger Reports
  • Full Service Bookkeeping
  • Bill Pay & Expense Reporting
  • Customized Reports

Tax Compliance

  • Federal, State & Local Income Tax
  • Estate & Gift Tax Execution, Tracking & Administration
  • IRS Audit Defense
  • Sales & Use Tax Returns
  • Personal Property Tax Returns
  • Payroll/Excise Tax Compliance
  • Tax Notices & Administration

Tax Consulting and Planning

  • Domiciliary Planning
  • Offshore Trust and Transnational Planning*
  • Family Limited Partnership Planning
  • Family Foundations
  • Entity Structuring & Transaction Analysis
  • State & Local Tax Nexus Analysis
  • Estimated Tax Planning

Property/Hard Asset Management

  • Real Estate and Personal Property Acquisition Assistance & Analysis*
  • Primary and Secondary Home/Ranch/Farm Management*
  • Aircraft/Yacht Acquisition, Assistance & Analysis*
  • Collectibles Inventory and Management*
  • Construction Project Management

 

Personnel Management

  • Personnel Management
  • Hiring Coordination*
  • Vendor Management
  • Payroll Administration*
  • Personnel Background Checks*
  • Employee Benefits Coordination

Private Banking/Lending

  • Private Banking Coordination
  • Financing – Mortgage & Refinancing Assessment & Coordination
  • Cash Management

Wealth Transfer Planning

  • Estate and Trust Planning, Development & Structuring
  • Intrafamily Loans – Structuring & Tracking
  • Summary of Documents (Wills, Trusts, etc.)
  • Prenup, Postnup and Divorce Facilitation and Negotiation*

Trustee Services

  • Trust Administration & Reporting*
  • Selection/Training of Trustees and Protectors*
  • Investment and Beneficiary Education*
  • Individual Trustee Services

 

Business Consulting

  • Business Transition and Succession Planning
  • M&A Planning*
  • Coordination of Investment Banking/M&A*
  • Buy/Sell Agreements & Funding*
  • Partnership Accounting

Financial Planning

  • Budget Planning & Reporting
  • Debt Management
  • Retirement Planning (Qualified Retirement Plans)
  • Education Funding (UTMA/UGMA & 529 Plans)
  • Return on Assets Analysis

Philanthropy

  • Family Philanthropic Oversight & Review
  • Entity Formation & Implementation*
  • Private Foundation Management, Administration, Compliance*
  • Charitable Trusts & Donor Advised Fund (DAF) Management/Admin*
  • Grantmaking Oversight and NFP Evaluations*

Insurance and Risk Management

  • Comprehensive Risk Management Coordination
  • Property & Casualty Facilitation, Oversight & Coordination
  • Life Insurance Oversight*
  • Disability Insurance Oversight*
  • Long Term Care Insurance Oversight*
  • Personal/Family Security & Analysis*
  • Medical Insurance Coordination & Administration*

 

*Vendor/Partner Services  |  Additional Fees May Apply