Evan Jehle, CPA/PFS, is a partner at FFO and a technical expert and industry luminary providing accounting, tax and business consulting and advanced planning services to ultra-wealthy clients including business owners, celebrities, athletes, asset managers and executives. Combining his depth of experience with the PFS accreditation, Evan is uniquely positioned to serve as a trusted advisor providing objective recommendations in all areas of personal financial planning, including income tax, estate, retirement, investment and risk management.
January 29, 2020
The ultra-wealthy (net worth = US$30 million or more) are preferred clients for investments, life insurance, bankers and other professionals. They have the financial needs and […]
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.