16 Smart Financial Habits The Wealthy Follow
While wealth can be inherited or, very rarely, acquired by luck, many wealthy individuals started with a small nest egg and built their wealth strategically. They have leveraged many ways…
15 Common Financial Missteps That Can Devastate A Brand-New Business
Getting a brand-new business off the ground is a difficult venture even when an entrepreneur “does everything right”—making missteps when running a fledgling company can be disastrous. Financial mistakes that…
Chief Operating And Financial Officers For The Ultra-Wealthy
Evan Jehle, CPA/PFS, is a partner at FFO and a technical expert and industry luminary providing accounting, tax and business consulting and advanced planning services to ultra-wealthy clients including business…
The Critical Cast • A podcast on Anchor
FFO is famous for its intellectual and capital investment in research and analysis of the trends impacting ultra-high-net worth individuals, families and their advisors. Click to Listen Now
Nest Egg Depleted? 12 Expert Tips For Rebuilding
The pandemic has brought uncertainty to the national economy and has impacted household budgets. In addition to a volatile market, many have faced reduced work hours and work stoppages—forcing individuals…
Star Musicians Pocket More Money Because Of Elite Wealth Planning
Article by Russ Alan Prince Generally speaking, for many star musicians, the music business is not as profitable as it once was. The industry is changing in many ways. For…
The Rich And Super-Rich Are Increasingly Looking For Outstanding Experiences
Article by Russ Prince While the ultra-wealthy continue to collect possessions, there is a very pronounced trend to “living life to the fullest.” This translates into collecting outstanding experiences. According…
How Tech Entrepreneurs Lose Out When Selling Their Companies
Article by Russ Prince Most successful technology start-ups are bought by other – usually larger – technology companies. The result is the entrepreneurs/owners of the start-ups become wealthy whether in…
Wealth Management For The Global Super-Rich
Article by Russ Prince The global super-rich have personal fortunes of US$500 million or more. In most cases their wealth is considerably more. Their personal and business interests span countries and continents.…
The Growing Appeal Of Private Placement Life Insurance (PPLI)
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…