20 Solutions For Understanding And Addressing Customers’ Credit Health
As a financial institution, it's important to understand your customers’ credit health. However, there are often overlooked areas that can hinder both their financial success and your institution’s growth. Blind…
Wealth Management’s Largest And Bluest Blue Ocean
In wealth management, what are blue and red oceans? Blue oceans represent untapped, uncontested markets with high growth potential, while red oceans are saturated, hyper-competitive markets with limited growth opportunities.…
FFO Celebrates 10th Anniversary
The New York City-based, award-winning multi-family office represents a diverse portfolio of ultra-high-net-worth entrepreneurs, celebrities, and families. New York, NY, Aug. 08, 2024 (GLOBE NEWSWIRE) -- Flynn Family Office (“FFO”),…
3 Essential Qualities For Significant Success With The Ultra-Wealthy
One decade ago, the Flynn Family Office (“FFO”) embarked on a unique journey when it strategically separated from the renowned accounting firm Rothstein Kass. This move was not just a…
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…