Turning financial data into direction.
Accurate reporting, thoughtful planning, and steady oversight — delivered by professionals who understand the full complexity of your world.
Accounting and financial planning are the backbone of a well-coordinated family office. At FFO, we integrate day-to-day reporting with long-term planning, giving high-net-worth and ultra-high-net-worth individuals a clear view of their financial landscape.
Our work connects balance sheets, cash flow, budgets, forecasts, and planning assumptions, ensuring each decision supports long-term stability, wealth preservation, and generational goals.
Accounting and Financial Planning Services
Clarity, structure, and insight for complex financial lives.
We provide comprehensive accounting and financial planning services for high-net-worth and ultra-high-net-worth families, integrating each component into a cohesive family office framework. Our approach brings discipline to daily financial management while supporting mid-term and long-term planning decisions with reliable, assumption-driven data.
ACCOUNTING
Balance Sheet- General Ledger Reports
- Bill Pay & Expense Reporting
- Cash Flow & Lifestyle Planning
- Full Service Bookkeeping
- Customized Reports
FINANCIAL PLANNING
- Budget Planning & Reporting
- Debt Management
- Return on Assets Analysis
- Retirement Planning (Qualified Retirement Plans)
- Education Funding (UTMA/UGMA & 529 Plans)
INSURANCE AND RISK MANAGEMENT
- Comprehensive Risk Management Coordination
- Property & Casualty Facilitation, Oversight & Coordination
- Medical Insurance Coordination & Administration*
- Long-Term Care Insurance Oversight*
- Disability Insurance Oversight*
- Personal/Family Security & Analysis*
- Life Insurance Oversight*
PROPERTY/HARD ASSET MANAGEMENT
- Real Estate and Personal Property Acquisition Assistance & Analysis*
- Aircraft/Yacht Acquisition, Assistance, and Analysis*
- Primary and Secondary Home/Ranch/Farm Management*
- Collectibles Inventory and Management*
- Construction Project Management
PRIVATE BANKING/LENDING
- Private Banking Coordination
- Financing – Mortgage & Refinancing Assessment & Coordination
- Cash Management
PHILANTHROPY
- Private Foundation Management, Administration, Compliance*
- Grantmaking Oversight and NFP Evaluations*
- Charitable Trusts & Donor Advised Fund (DAF) Management/Admin*
- Entity Formation & Implementation*
- Family Philanthropic Oversight & Review
*Vendor/Partner Services | Additional Fees May Apply
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