Thank you to everyone who joined us last night for a great event and tuned into a fantastic discussion, The Business of Business Management, led by Julian Schubach and Evan Jehle. Always a good time in NYC! Looking forward to the next one on March 25th. Read Full Article

Join Julian Schubach and Evan Jehle Power Station at BerkleeNYC for a conversation hosted by Trusted Advisor where we will discuss the current state of business management, the M&A landscape, and where the industry is moving in terms of AI and technology. The business management industry has seen huge shifts in the last ten years,… Continue Reading FFO News

By Rick Flynn Now more than ever, the day-to-day needs of high net-worth individuals are increasingly complex. Whether it’s the constant push to pinpoint new opportunities to elevate your professional career, or the pressing need to incorporate new technologies to better protect your private data, this deluge of demands often can pull your life in… Continue Reading FFO News

By Amy Schwartz and Evan Jehle For the past two decades, we each have had a front row seat for the changes that have radically altered the multi-family office space. While these shifting tides have been driven by the commercial and fiscal needs of high net-worth individuals, many of the recent advancements in the sector… Continue Reading FFO News

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