Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management, and Investment Firms New York (July 10, 2020) — Evan Jehle, CPA/PFS, Partner and COO at FFO, has been accepted into Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, wealth and asset management, and [...]
Listen to How to Use Outsourcing to Create Your Virtual Family Office With Evan Jehle from Business Leaders Podcast on Apple Podcasts. https://podcasts.apple.com/us/podcast/business-leaders-podcast/id1229481809?i=1000464783177We have moved. See new address below. Evan Jehle, CPA/PFS Partner FFO 545 Fifth Avenue, Suite 1100
Russ Alan PrinceVIP CONTRIBUTORPrivate Wealth Consultant Opinions expressed by Entrepreneur contributors are their own. Mastermind and CEO groups have long been popular among driven entrepreneurs seeking to learn new strategies and ideas for improving their operations. Read More...
Russ Alan Prince VIP CONTRIBUTOR Private Wealth Consultant What do baseball’s Curt Schilling, boxing’s Mike Tyson, football’s Bernie Kosar and basketball’s Allen Iverson have in common? In addition to being former professional athletes who were stars in their respective sports, they all made and lost personal fortunes. Read More...
By Russ Alan Prince A pronounced and growing tend is that single-family offices and the super-rich are increasingly directly investing in privately held companies. According to Angelo Robles, founder and CEO of the Family Office Association and author of Effective Family Office, “Sometimes single-family offices are teeming up with other family offices in the form of ‘club deals.’ At the same time, [...]
Article by Russ Prince In 2018 just about all the professions serving high-net-worth clients are going to experience a remarkable boom. Wealth managers, private bankers, and certainly trusts and estates lawyers will have the opportunity to make this year one of the best they ever had. Systemic changes, such as the explosive growth in personal [...]
Russ Alan Prince VIP CONTRIBUTOR Private Wealth Consultant Live performances are becoming increasingly core to the revenues of many star musicians. Musicians can use various wealth planning strategies when touring to mitigate some of the risks and potentially result in greater personal wealth for them. Read More...
Article by Russ Alan Prince While the great majority of people go into marriage thinking, “This is it,” sometimes it turns out to be “it” and then it “isn’t.” When the children of wealth marry, most times they are reticent about raising the issue of prenuptial agreements (prenups) unless the concept was part of their [...]
Article by Russ Prince Private placement life insurance is the most transparent life insurance structure. It can also be exceedingly cost-effective with the ability to mitigate or eliminate the financial drag of taxes. According to Evan Jehle, partner at FFO Business Management & Family Office, “Private placement life insurance for the rich and super-rich can be an excellent way [...]
There is a boom in single-family offices in the U.S. and throughout the world. They are multiplying in number as well as the amount of wealth they control. Concurrently, the number of professionals that are interested in doing business with them is also multiplying. The logic is simple. Those professionals from wealth managers and lifestyle [...]