WHO WE ARE
We are trusted advisors who provide clarity, structure, and continuity for the world’s most accomplished individuals and families.
At FFO, we serve as the connective tissue that holds complex financial lives together. We work with high-net-worth and ultra-high-net-worth entrepreneurs, executives, entertainers, athletes, and inheritors — individuals and families whose wealth, business interests, and lifestyles demand seamless coordination and absolute discretion within a trusted family office framework.
THE YEAR THE FFO TEAM STARTED SERVING CLIENTS
OUR CORE VALUES
Confidentiality. Competency. Continuity. Caring.
These four principles define every relationship we build and every action we take. They guide how we think, how we serve, and how we protect the families who entrust us with their confidence.
Confidentiality
We place a non-negotiable premium on safeguarding every client’s personal and financial information — because true peace of mind begins with absolute confidentiality.
Competency
Our clients expect — and our specialists deliver — the highest standards of quality assurance, internal control, and professional precision across every engagement.
Continuity
We maintain the same high standards of service and efficiency through every transition — whether yours or ours — ensuring continuity that keeps FFO ready to support each client’s goals without interruption or compromise.
Caring
We deliver the kind of attentive, personalized service that earns lasting trust. Every client receives the same level of thoughtful care, responsiveness, and dedication — the qualities that make FFO a true partner, not just a provider.
OUR SERVICES
Integrated family office services with a singular focus: You.
Our family office services work together to simplify complexity, align priorities, and preserve generational wealth. From accounting and tax to business and wealth planning, every discipline supports the next — creating a unified strategy for today’s needs and tomorrow’s goals.
ACCOUNTING AND FINANCIAL PLANNING
Clear, coordinated oversight that brings order to every financial detail.
TAX SERVICES
Proactive strategy and precise execution to protect what you’ve built.
WEALTH PLANNING
Thoughtful structures that preserve, grow, and transition wealth across generations.
BUSINESS SERVICES
Integrated guidance to simplify ownership, operations, and succession.
OUR TEAM
Guided by experience
Rick Flynn
Managing Partner
Rick is an international authority on the family office space. With more than three decades of experience advising ultra-high-net-worth individuals, he has helped shape the industry through his innovative “hub-and-spoke” model — integrating financial, business, and lifestyle management for entrepreneurs, entertainers, athletes, and inheritors seeking to build and preserve generational wealth.
Evan Jehle
Partner, COO
Evan is a Certified Public Accountant and member of the Forbes Finance Council with deep expertise in tax strategy, business management, and advanced planning for high-net-worth and ultra-high-net-worth clients. Known for his integrity and accessibility, he helps entrepreneurs, executives, and entertainers preserve and grow wealth through every stage of success.
Amy Schwartz
Partner
As one of FFO’s founding team members, Amy brings more than two decades of accounting and business management experience to the firm’s family office practice. Her thoughtful, detail-driven approach helps high-net-worth and ultra-high-net-worth individuals and families maintain clarity, structure, and confidence across every aspect of their financial and generational wealth.
Russ Alan Prince
Partner
Russ Alan Prince is a strategist for family offices and many of the wealthiest families in the world. He helps them define and refine the desired outcomes they want. Russ also provides direction in selecting and structuring ultra-wealthy families’ relationships with private wealth industry professionals, so they get superior results.
FACTS AND FIGURES
Let me tell you about the very rich. They are different from you and me.” — F. Scott Fitzgerald
*Source: Financial Advisor
**Source: Federal Reserve
TOP THREE SERVICES:
- Expense Tracking and Bill Payment
- Coordinating Tax and Legal Work
- Monitoring Projects
READY TO CONNECT
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