A Simple Formula For Exceptional Success
For wealth managers, strategy is straightforward; tactics are hard. The framework of what you can do to establish a personal wealth management practice with more than a half billion dollars…
How Multifamily Offices Can Transform Into Elite Wealth Management And Preservation Practices
For decades, the multifamily office traditionally has been associated with a small number of vital yet similar core accounting and financial planning services. From annual tax filings to daily bill…
The High-Functioning Single-Family Office
The High-Functioning Single-Family Office by Russ Alan Prince and Richard J. Flynn The world of family offices is garnering extensive and increasing attention. Many of the ultra-wealthy families with single-family…
How Celebrity Family Offices Empower Their Famous Clients
Financial problems affect everyone, including the wealthy. When the wealthy are famous, the potential for domino-like complications multiplies. Highly effective ways exist to help celebrities—entertainers, athletes, social media influencers—optimize their…
The Promise Of The Celebrity Family Office
In 2006, we coined the phrase “celebrity family office.” In the book Fame & Fortune: Maximizing Celebrity Wealth (2008), we further documented the unique world of celebrities and how it…
How Proactive, Comprehensive HR Operations Can Guard Against Financial And Reputational Threats
From a seemingly capable CFO suddenly squandering hard-earned revenue, to an invaluable caretaker unexpectedly providing tabloid fodder, high net worth individuals getting burned by formerly competent and loyal employees is…
18 Ways Accountants Can Elevate Their Processes And Client Services
As the accounting profession evolves in tandem with technological advancements, client expectations are shifting, too. Modern accountants are increasingly seeking ways to enhance their business models and staff members' satisfaction…
18 Resources To Help Finance Professionals Keep Track Of What’s Trending
Staying well-informed and continually enhancing one's knowledge base is not just a choice but a requisite for success. With industry trends shifting rapidly, finance leaders and professionals must proactively seek…
How Multifamily Offices Can Safely Provide Healthcare Security Management Services
Since the creation of the multifamily office, the financial and business managers of leading executives, entertainers, athletes and entrepreneurs have sought cutting-edge methods to best service their clients’ unique needs.…
Maximizing Your Tax Savings: 15 Overlooked Deductions For Business Owners
As a business owner, it's essential to keep your tax liability as low as possible. However, with the complexities of the tax code, it can be challenging to know which…
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