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 […]

The ultra-wealthy (net worth = US$30 million or more) are preferred clients for investments, life insurance, bankers and other professionals. They have the financial needs and […]

Comprehensive wealth protection is in high demand by the ultra-affluent. They are looking for ways to ensure everything valuable to them is safe and secure. The […]

Death and taxes are certainties for everyone, including people worth $500 million or more, whose estates are subject to significant taxation when they pass away. While […]

Sophisticated financial advisors and other professionals set up loan-out corporations for entertainer clients such as actors and musicians to insulate their wealth from unfounded and frivolous […]

What do baseball’s Curt Schilling, boxing’s Mike Tyson, football’s Bernie Kosar and basketball’s Allen Iverson have in common? In addition to being former professional athletes who […]

Multifamily offices are continually developing operational structures to address the needs of uniquely wealthy people. One example of this is the celebrity multifamily office, which serves […]

Elite wealth planning was once very much restricted to the extremely affluent. An individual or family needed a substantial fortune to benefit from many of the […]

Wealthy people go to great lengths to pass their fortunes down to the next generation, or pass down their values and legacy. Sometimes they do this […]

For many ultra-wealthy inheritors—individuals who have received or are heirs to at least $100 million in assets—philanthropy is both a personal interest and a defining characteristic. […]

At the third annual Creating An Excep-tional Family Office conference in Boston at the end of September, I had the privilege of moderating discussions with a […]