Through decades in business, FFO has developed close relationships with many of the premier money managers and investment firms in the world, representing a nearly limitless spectrum of styles, disciplines, and risk tolerances. FFO professionals know what it takes to assemble a “viable” investment team. FFO’s independence and objectivity allow the firm to facilitate club deals and impact investing opportunities for entrepreneurial clients.
Life altering events often allow a limited window for effective action. When liquidity events result in the monetization of assets, FFO offers the unbiased and impartial insight needed to build and manage an all-star team of attorneys and investment professionals. FFO performs due diligence reviews on potential business partners and proposed deal structures, consults on sales, and evaluates deals in relation to established long-term goals. Firm professionals work hand-in-hand with tax experts to maximize benefits and mitigate obligations.
Insurance Advisory Services
FFO teams with insurance advisors to support wise decisions and efficient policy implementation. FFO manages umbrella policy, review and updates with the frequency required to ensure optimal coverage. FFO routinely works with artwork and collectibles, coordination appraisals and cataloging assets, as well as on catastrophic coverage.
The exceptionally wealthy are increasingly and acutely aware of the impact that they can have on society and how broader family finances are connected to these efforts. FFO advises on family philanthropy, including charitable vehicles and insurance coverages, foundation management, personal giving, compliance and tax consequences. FFO relies on team-building capabilities to assist in the selection of board members, facilitating discussions with family members and establishing a framework for measuring return on investment.
FFO acts as fiduciary and serves as trustee on behalf of clients when required.
FFO offers ongoing and diagnostic review of current medical and wellness plans, as well as continuing coordination with insurance providers and medical professionals. Through our elite service provider network, FFO explores and reports on the latest technologies and trends to better manage preexisting conditions and treatment plans for client no matter where their travels take them.
Human Resource Services
FFO oversees all household staff, including interviewing and hiring, background checks, negotiating compensation, employment agreements and managing benefits issues. The FFO team coordinates with payroll providers for multiple properties. FFO is equipped to manage tasks from home construction and renovation to picking up the laundry. Our firm carefully tracks expenditure and keeps clients aware of all key developments impacting budgets and completion of projects.
Personal / Family Security
In a truly global economy, many ultra-wealthy individuals are taking steps to make sure loved ones are protected from an ever-present array of threats – whether at home, at school, on business or on vacation. FFO helps clients assess physical and online risks to develop a comprehensive strategy for mitigating both physical and online dangers.