Sometimes, there are limits to even what a billionaire can buy. For example, let’s look at life insurance, often the most efficient tool ultra-wealthy individuals can […]
Building and cultivating a wealthy customer base is an important initiative for many types of professionals, especially those that specialize in addressing the unique needs of […]
Focus Financial Partners is diversifying into the family office business with the acquisition of a major stake in New York-based Flynn Family Office, an advisory firm […]
Focus Financial Partners is diversifying into the family office business with the acquisition of a major stake in New York-based Flynn Family Office, an advisory firm […]
After more than 13 years operating as part of an international professional services firm, Rick Flynn launched his own New York City-based multifamily office in June […]
Rick Flynn, a veteran in helping wealthy families preserve their millions, has launched his own family office business where he will counsel clients on a range […]
The wealthy often have to confront financial problems by trying to prepare for events far into the future. That’s why advanced planning strategies need to be […]
The awards were focused around three main category groupings: experts (individuals and teams), products and services for wealth managers and clients, and institutions of all sizes […]
There’s a general consensus within the private wealth industry that the number of single-family offices is booming worldwide. More telling, the amount of money they’re controlling […]
There’s a general consensus within the private wealth industry that the number of single-family offices is booming worldwide. More telling, the amount of money they’re controlling […]