Turning financial data into direction.
Accurate reporting, thoughtful planning, and steady oversight — delivered by professionals who understand the full complexity of your world.
Accounting and financial planning are the backbone of a well-coordinated family office. At FFO, we integrate day-to-day reporting with long-term planning, giving high-net-worth and ultra-high-net-worth individuals a clear view of their financial landscape.
Our work connects balance sheets, cash flow, budgets, forecasts, and planning assumptions, ensuring each decision supports long-term stability, wealth preservation, and generational goals.
Accounting and Financial Planning Services
Clarity, structure, and insight for complex financial lives.
We provide comprehensive accounting and financial planning services for high-net-worth and ultra-high-net-worth families, integrating each component into a cohesive family office framework. Our approach brings discipline to daily financial management while supporting mid-term and long-term planning decisions with reliable, assumption-driven data.
ACCOUNTING
Balance Sheet- General Ledger Reports
- Bill Pay & Expense Reporting
- Cash Flow & Lifestyle Planning
- Full Service Bookkeeping
- Customized Reports
FINANCIAL PLANNING
- Budget Planning & Reporting
- Debt Management
- Return on Assets Analysis
- Retirement Planning (Qualified Retirement Plans)
- Education Funding (UTMA/UGMA & 529 Plans)
INSURANCE AND RISK MANAGEMENT
- Comprehensive Risk Management Coordination
- Property & Casualty Facilitation, Oversight & Coordination
- Medical Insurance Coordination & Administration*
- Long-Term Care Insurance Oversight*
- Disability Insurance Oversight*
- Personal/Family Security & Analysis*
- Life Insurance Oversight*
PROPERTY/HARD ASSET MANAGEMENT
- Real Estate and Personal Property Acquisition Assistance & Analysis*
- Aircraft/Yacht Acquisition, Assistance, and Analysis*
- Primary and Secondary Home/Ranch/Farm Management*
- Collectibles Inventory and Management*
- Construction Project Management
PRIVATE BANKING/LENDING
- Private Banking Coordination
- Financing – Mortgage & Refinancing Assessment & Coordination
- Cash Management
PHILANTHROPY
- Private Foundation Management, Administration, Compliance*
- Grantmaking Oversight and NFP Evaluations*
- Charitable Trusts & Donor Advised Fund (DAF) Management/Admin*
- Entity Formation & Implementation*
- Family Philanthropic Oversight & Review
*Vendor/Partner Services | Additional Fees May Apply
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.