Maximizing Charitable Impact
For many ultra-wealthy inheritors—individuals who have received or are heirs to at least $100 million in assets—philanthropy is both a personal interest and a defining characteristic. But in today’s world…
Lessons From The High End
At the third annual Creating An Excep-tional Family Office conference in Boston at the end of September, I had the privilege of moderating discussions with a number of top industry…
What Is A ‘Multifamily Office’?
Over the last few years, there’s been an boom in the number and variations of multifamily offices. While industry professionals and the wealthy seem to readily embrace the term, its…
Maximizing Charitable Impact
For many ultra-wealthy inheritors—individuals who have received or are heirs to at least $100 million in assets—philanthropy is both a personal interest and a defining characteristic. But in today’s world…
What Is A Celebrity Loan Out Corporation?
Business savvy celebrities use loan out corporations to mitigate taxes, protect themselves from unjust lawsuits, and significantly boost their net worth. Read Full Article
Practice Profile: New Beginnings
Accounting Today Article New York City-based Flynn Family Office is one of the newest firms in the accounting profession: Its founders, Rick Flynn and Evan Jehle, jumped at the chance…
Holy Grail Of ‘Enough’ Insurance
Sometimes, there are limits to even what a billionaire can buy. For example, let’s look at life insurance, often the most efficient tool ultra-wealthy individuals can use to offset estate…
The Multifamily Office Trend
Building and cultivating a wealthy customer base is an important initiative for many types of professionals, especially those that specialize in addressing the unique needs of the affluent. Whether you’re…
Focus Diversifies, Buys Stake In Flynn Family Office
Focus Financial Partners is diversifying into the family office business with the acquisition of a major stake in New York-based Flynn Family Office, an advisory firm that was spun out…
Focus Diversifies, Buys Stake In Flynn Family Office
Focus Financial Partners is diversifying into the family office business with the acquisition of a major stake in New York-based Flynn Family Office, an advisory firm that was spun out…
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