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…
Thank you to everyone who joined us last night for a great event and tuned into a fantastic discussion, The Business of Business Management, led by Julian Schubach and Evan…
Join Julian Schubach and Evan Jehle Power Station at BerkleeNYC for a conversation hosted by Trusted Advisor where we will discuss the current state of business management, the M&A landscape,…
By 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…
By 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.…
As 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…
In 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.…
The 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”),…
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…
For wealth managers, strategy is straightforward; tactics are hard. The framework of what you can do to establish a personal wealth management practice with more than a half billion dollars…