3 Essential Qualities For Significant Success With The Ultra-Wealthy

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 was not just a separation but a calculated spin-off of one of the multi-family office sector’s elite practices. Today, FFO proudly stands as an independent entity, having forged a partnership with Focus Financial, and it continues to write its unique success story.

While FFO was already a market leader as part of Rothstein Kass, the firm took its accomplishments to new heights by effectively channeling the advantages of high-performing single-family offices for its ultra-high-net-worth clients. This was possible because FFO had control over its innovative wealth management processes and codified strategies for working with families with a net worth of $30 million or more.

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