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News and Articles
Our partners and professionals are frequently quoted or featured in industry publications, offering perspective on emerging trends, regulatory developments, and best practices for managing high-complexity financial lives. These articles highlight the issues facing entrepreneurs, entertainers, athletes, executives, and inheritors — and the structures that help them plan with clarity.
May 4, 2015
A growing trend among larger, very successful family businesses is to either create their own single-family office or to use the services of a multi-family office […]
March 19, 2015
New York, NY (PRWEB) March 19, 2015 — Flynn Family Office (FFO), one of North America’s foremost family office and business management companies was last night […]
March 12, 2015
2014 saw the launch of the Family Wealth Report awards as ClearView Financial Media set to spread the word about the profession’s achievements to a wider […]
February 9, 2015
Hedge funds are famous for innovation, both in their investment strategies and in their approaches to mitigating enterprise risk. Today, there are many hedge fund managers […]
January 5, 2015
By and large, the very wealthy establish single-family offices to ensure they receive the kind of services and personalized attention they want. Running a single-family office […]
December 2, 2014
An Emerging Generation Seeks To Establish Its Own Legacy While Learning From The Experiences Of Other Charitable Families For many of ultra-wealthy inheritors (net worth = […]
November 25, 2014
One of the most profitable types of accounting practices today is a well-run family office. Thus, many accounting firms and other organizations are highly motivated to […]
November 24, 2014
Hedge fund managers are generally taxed on much of their income at an income rate of 55 percent. So when they can – using bright line […]
November 7, 2014
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. […]
November 7, 2014
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 […]
November 7, 2014
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 […]
November 7, 2014
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. […]
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