- The ‘Hub & Spoke’ Approach – How FFO’s Core Principle Keeps Our Firm Ahead of the Changing TimesBy Rick Flynn Now more than ever, the day-to-day needs of high net-worth individuals are increasingly complex. Whether it’s the constant push to pinpoint new opportunities to elevate your professional career, or the pressing need to incorporate new technologies to better protect your private data, this deluge of demands often can pull your life in… Continue Reading FFO News
- Elite Wealth Planning Practice Innovations – Data ProtectionBy Amy Schwartz and Evan Jehle For the past two decades, we each have had a front row seat for the changes that have radically altered the multi-family office space. While these shifting tides have been driven by the commercial and fiscal needs of high net-worth individuals, many of the recent advancements in the sector… Continue Reading FFO News
- 20 Solutions For Understanding And Addressing Customers’ Credit HealthAs a financial institution, it’s important to understand your customers’ credit health. However, there are often overlooked areas that can hinder both their financial success and your institution’s growth. Blind spots in assessing credit risk, like missing subtle changes in behavior or undervaluing certain data points, can lead to misinformed decisions. To help you navigate… Continue Reading FFO News
- Wealth Management’s Largest And Bluest Blue OceanIn wealth management, what are blue and red oceans? Blue oceans represent untapped, uncontested markets with high growth potential, while red oceans are saturated, hyper-competitive markets with limited growth opportunities. This shift in approach could be the key to their future success. The private wealth industry has several blue oceans, depending on segmentation. For example,… Continue Reading FFO News
- FFO Celebrates 10th AnniversaryThe New York City-based, award-winning multi-family office represents a diverse portfolio of ultra-high-net-worth entrepreneurs, celebrities, and families. New York, NY, Aug. 08, 2024 (GLOBE NEWSWIRE) — Flynn Family Office (“FFO”), a leading multi-family office and business management firm representing ultra-high-net worth individuals, today celebrated the company’s tenth anniversary. Since its founding, FFO has provided its… Continue Reading FFO News