For decades, the multifamily office traditionally has been associated with a small number of vital yet similar core accounting and financial planning services. From annual tax filings to daily bill pay to budget forecasting, most uninformed participants throughout the wealth management industry tend to only associate multifamily offices with these service offerings.
September 30, 2026
Our partner, Evan Jehle, shares his perspective on scenario planning and dynamic forecasting in Forbes Finance Council’s latest article. Read Full Article
Russ Alan Prince is a strategist for family offices and many of the wealthiest families in the world. He helps them define and refine the desired outcomes they want. Russ also provides direction in selecting and structuring ultra-wealthy families’ relationships with private wealth industry professionals so they get superior results.