AKM Family Financial Services

The more wealth you accumulate, the more complicated your financial life becomes.  There is a huge range of issues to address, from tracking where the money is going to making sure you have adequate insurance coverage.  It can quickly spin out of control and become a full-time job.

AKM’s Family Financial Services is a multifamily office that can help you manage the tedious aspects of your day-to-day financial affairs.  For an established monthly fee, we will:

  • Track, review and pay your monthly bills.
  • Reconcile your checkbook and accounts.
  • Handle your insurance claims.
  • Evaluate your insurance coverage, including specialty coverage and umbrella policies.
  • Monitor your investments.
  • Keep your trusts and estates current.
  • Provide strategies to legally reduce your tax liabilities.
  • Present you with detailed information in an easy-to-use format.

For decades, our partners have helped entertainers and athletes manage their affairs.  AKM Family Financial Services offers you the same expertise and uncompromising attention to detail on a scale that makes sense for you.  It’s like having your own CFO right at your fingertips.

Contact us and take control of your financial affairs today.