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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.
September 2, 2014
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 […]
September 2, 2014
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 […]
July 14, 2014
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 […]
July 14, 2014
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 […]
July 11, 2014
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 […]
June 11, 2014
By Russ Alan Prince | June 11th, 2014 There is a sense of accomplishment when an estate plan is executed. In fact, it’s quite common for […]
June 11, 2014
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 […]
May 5, 2014
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 […]
May 1, 2014
May/June 2014 Click to View Article Separation Anxiety Three of the biggest mistakes the wealthy make when divorcing. By Russ Alan Prince
March 13, 2014
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 […]
January 21, 2014
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 […]
January 21, 2014
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 […]
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