When forging long-term financial management objectives for ultra-high-net-worth individuals, the modern multifamily office should always prioritize implementing effective risk mitigation strategies. From helping install iron-clad cybersecurity operations to safeguarding key credit information, these elite wealth planning teams best serve their clients by playing effective defense on a variety of fronts that are beyond their usual scope of accounting services.
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.