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…
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…
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…
Managing Fame & Fortune
After more than 13 years operating as part of an international professional services firm, Rick Flynn launched his own New York City-based multifamily office in June and now leads an…
Rothstein Kass’ Family Office Expert Flynn Sets Up Own Shop
Rick Flynn, a veteran in helping wealthy families preserve their millions, has launched his own family office business where he will counsel clients on a range of matters from selling…
Defining The Single-Family Office
There’s a general consensus within the private wealth industry that the number of single-family offices is booming worldwide. More telling, the amount of money they’re controlling is growing at an…
Advising Hedge Fund General Partners
A number of factors contribute to long-term success for hedge funds, starting with high-quality investment performance. Hedge funds are all about alpha. However, to attain business success and a stellar…
The Mindset Of A Successful Multi-Family Office
From the outside looking in, many advisors see the multi-family office model as one they wish they had. To have just a few clients with huge profit margins is the…