• 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 spots in assessing credit risk, like missing subtle changes in behavior or undervaluing certain data points, can lead to misinformed decisions. To help you navigate… Continue Reading FFO News
  • 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. This shift in approach could be the key to their future success. The private wealth industry has several blue oceans, depending on segmentation. For example,… Continue Reading FFO News
  • 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”), a leading multi-family office and business management firm representing ultra-high-net worth individuals, today celebrated the company’s tenth anniversary. Since its founding, FFO has provided its… Continue Reading FFO News
  • 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 separation but a calculated spin-off of one of the multi-family office sector’s elite practices. Today, FFO proudly stands as an independent entity, having forged a… Continue Reading FFO News
  • 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 in assets under management (AUM) and generate additional revenues through life insurance commission, planning, and investment banking fees is simple and promises significant financial gains.… Continue Reading FFO News