May 11, 2026
For international ultra-high-net-worth (UHNW) families—those with a net worth of US$30 million or more—managing wealth has become an increasingly global and complex challenge. Their portfolios often […]
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December 11, 2025
Wealth brings freedom, but also significant complexity. As fortunes grow, so do the layers of trusts, partnerships, properties and multijurisdictional assets that demand careful management. For […]
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 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 […]
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 […]
May 18, 2022
Evan Jehle, CPA/PFS, is a partner at FFO and a technical expert and industry luminary providing accounting, tax and business consulting and advanced planning services to […]
April 10, 2019
Russ Alan Prince VIP CONTRIBUTOR Private Wealth Consultant What do baseball’s Curt Schilling, boxing’s Mike Tyson, football’s Bernie Kosar and basketball’s Allen Iverson have in common? […]
July 2, 2018
The population of ultra-affluent investors (those with $10 million or more in investable assets) is increasing at a greater rate than other wealth levels. This is […]
July 12, 2016
There is a lot of evidence that a majority of professional athletes have severe financial problems including bankruptcy, usually when their sport careers end. There are […]
June 21, 2016
Medical tourism is when people travel to other countries for healthcare services. Traditionally, those in countries with less capable medical care would go to higher-quality healthcare […]