Family Records Management

Family Records Management is a full-service financial organizing firm based in Los Angeles, California. The company employs four individuals and generates an annual revenue of $2.5 million. Family Records Management caters to individual and family clients, providing a comprehensive suite of financial services. These services encompass day-to-day tax, payroll, administrative, and money management support. The firm also specializes in handling legal and reporting obligations for fiduciaries and trustees. Their offerings extend to bill paying, bank account reconciliation, expense tracking, and the generation of financial reports. Family Records Management distinguishes itself by offering personalized support to individuals who lack the time, inclination, or expertise to manage their personal finances. The company prides itself on collaborating closely with clients' existing financial advisors, accountants, and attorneys to ensure a holistic approach to wealth management and growth. To learn more about Family Records Management and its services, visit their website at recordsorg.com.