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FFO Services Forge New Pathways to Achieving Your Goals
FFO, through our innovative hub and spoke model, centrally coordinates with all service professionals, and supervises all relevant financial management operations to ensure seamless integration and effective oversight of all core wealth protection and preservation strategies.
Accounting & Financial Planning
Accounting
- Balance Sheet
- Cash Flow & Lifestyle Planning
- General Ledger Reports
- Full Service Bookkeeping
- Bill Pay & Expense Reporting
- Customized Reports
Financial Planning
- Budget Planning & Reporting
- Debt Management
- Retirement Planning (Qualified Retirement Plans)
- Education Funding (UTMA/UGMA & 529 Plans)
- Return on Assets Analysis
Insurance & 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*
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
Private Banking/Lending
- Private Banking Coordination
- Financing – Mortgage & Refinancing Assessment & Coordination
- Cash Management
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*
Tax Services
Compliance
- Federal, State & Local Income Tax
- Estate & Gift Tax Execution, Track & Administration
- IRS Audit Defense
- Sales & Use Tax Returns
- Payroll/Excise Tax Compliance
- Tax Notices & Administration
Consulting and Planning
- Domiciliary Planning
- Offshore Trust and Transnational Planning*
- Life Insurance Oversight*
- Family Foundations
- Entity Structuring & Transaction Analysis
- State & Local Tax Nexus Analysis
- Estimated Tax Planning
Wealth Management
Transfer Planning
- Estate and Trust Planning, Development & Structuring
- Intra Family 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 Services
Consulting
- Business Transition and Succession Planning
- M&A Planning*
- Coordination of Investment Banking/M&A*
- Buy/Sell Agreements & Funding*
- Partnership Accounting
Personnel Management
- Personnel Management
- Hiring Coordination*
- Vendor Management
- Payroll Administration*
- Personnel Background Checks*
- Employee Benefits Coordination
Questions? Please contact us at (212) 202-3230.
*Vendor/Partner Services | Additional Fees May Apply