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…
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…
The High-Functioning Single-Family Office by Russ Alan Prince and Richard J. Flynn The world of family offices is garnering extensive and increasing attention. Many of the ultra-wealthy families with single-family…
Financial problems affect everyone, including the wealthy. When the wealthy are famous, the potential for domino-like complications multiplies. Highly effective ways exist to help celebrities—entertainers, athletes, social media influencers—optimize their…