September 13, 2024
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 […]
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September 3, 2024
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 […]
August 8, 2024
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) — […]
August 1, 2024
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 […]
June 17, 2024
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 […]
June 17, 2024
For decades, the multifamily office traditionally has been associated with a small number of vital yet similar core accounting and financial planning services. From annual tax […]
June 6, 2024
The High-Functioning Single-Family Office by Russ Alan Prince and Richard J. Flynn The world of family offices is garnering extensive and increasing attention. Many of the […]
May 3, 2024
Financial problems affect everyone, including the wealthy. When the wealthy are famous, the potential for domino-like complications multiplies. Highly effective ways exist to help celebrities—entertainers, athletes, […]
March 29, 2024
In 2006, we coined the phrase “celebrity family office.” In the book Fame & Fortune: Maximizing Celebrity Wealth (2008), we further documented the unique world of […]
March 20, 2024
From a seemingly capable CFO suddenly squandering hard-earned revenue, to an invaluable caretaker unexpectedly providing tabloid fodder, high net worth individuals getting burned by formerly competent […]
February 22, 2024
As the accounting profession evolves in tandem with technological advancements, client expectations are shifting, too. Modern accountants are increasingly seeking ways to enhance their business models […]
January 29, 2024
Staying well-informed and continually enhancing one’s knowledge base is not just a choice but a requisite for success. With industry trends shifting rapidly, finance leaders and […]