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News and Articles
Our partners and professionals are frequently quoted or featured in industry publications, offering perspective on emerging trends, regulatory developments, and best practices for managing high-complexity financial lives. These articles highlight the issues facing entrepreneurs, entertainers, athletes, executives, and inheritors — and the structures that help them plan with clarity.
March 12, 2015
2014 saw the launch of the Family Wealth Report awards as ClearView Financial Media set to spread the word about the profession’s achievements to a wider […]
February 9, 2015
Hedge funds are famous for innovation, both in their investment strategies and in their approaches to mitigating enterprise risk. Today, there are many hedge fund managers […]
January 5, 2015
By and large, the very wealthy establish single-family offices to ensure they receive the kind of services and personalized attention they want. Running a single-family office […]
December 2, 2014
An Emerging Generation Seeks To Establish Its Own Legacy While Learning From The Experiences Of Other Charitable Families For many of ultra-wealthy inheritors (net worth = […]
November 25, 2014
One of the most profitable types of accounting practices today is a well-run family office. Thus, many accounting firms and other organizations are highly motivated to […]
November 24, 2014
Hedge fund managers are generally taxed on much of their income at an income rate of 55 percent. So when they can – using bright line […]
November 7, 2014
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. […]
November 7, 2014
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 […]
November 7, 2014
Over the last few years, there’s been an boom in the number and variations of multifamily offices. While industry professionals and the wealthy seem to readily […]
November 7, 2014
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. […]
October 27, 2014
Business savvy celebrities use loan out corporations to mitigate taxes, protect themselves from unjust lawsuits, and significantly boost their net worth. Read Full Article
October 1, 2014
Accounting Today Article New York City-based Flynn Family Office is one of the newest firms in the accounting profession: Its founders, Rick Flynn and Evan Jehle, […]
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