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.