Evan Jehle, CPA/PFS, is a partner at FFO and a technical expert and industry luminary providing accounting, tax and business

Comprehensive wealth protection is in high demand by the ultra-affluent. They are looking for ways to ensure everything valuable to

Sophisticated financial advisors and other professionals set up loan-out corporations for entertainer clients such as actors and musicians to insulate

Elite wealth planning was once very much restricted to the extremely affluent. An individual or family needed a substantial fortune

For many ultra-wealthy inheritors—individuals who have received or are heirs to at least $100 million in assets—philanthropy is both a

Sometimes, there are limits to even what a billionaire can buy. For example, let’s look at life insurance, often the

After more than 13 years operating as part of an international professional services firm, Rick Flynn launched his own New

There’s a general consensus within the private wealth industry that the number of single-family offices is booming worldwide. More telling,

From the outside looking in, many advisors see the multi-family office model as one they wish they had. To have