The premier family office and business management company helping ultra-wealthy individuals bridge their financial and lifestyle objectives.
545 5th Ave, Suite 1103, NYC
Joined May 2014
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FFO LLC retweeted
You Moved To Florida: Did Your Wealth Move With You? hubs.li/Q04yv_cb0 Written by Rob Edwards of Edwards Asset Management
FFO LLC retweeted
Why The CFO Must Take The Lead On AI Strategy hubs.li/Q04yv_yd0 Written by James Hunter of AccountsIQ
FFO LLC retweeted
Hours Saved Is The Laziest Way To Measure AI In Finance hubs.li/Q04yv_cY0 Written by @prasoonpankaj of @prasoonpankaj
FFO LLC retweeted
As AI Commoditizes Wealth Management, The Sources Of Real Value Become Clearer hubs.li/Q04v7Zzd0 Written by Alex Shahidi of Evoke Advisors
Our partner, @EvanJehle , shares his perspective on scenario planning and dynamic forecasting in @ForbesFinanceCl latest article, “20 Ways to Incorporate Scenario Planning Into Budgeting.”
Read the full article:
forbes.com/councils/forbesfi…
20 Ways To Incorporate Scenario Planning Into Budgeting hubs.li/Q04wtgFm0 from @bluevine @aliaznoor @kdassociates @blakeharrislaw @jwdonald1 @EvanJehle and more
FFO LLC retweeted
Ben Rosen, a longtime chairman of Compaq and key player when Wall Street went all-in on the personal computer, has died. He was 93. bloomberg.com/news/articles/…
Ben will be missed. He was a terrific man.
The tech community has lost an icon.
Ben Rosen was my friend and mentor since Altos Computer went public in 1982. He was a star tech analyst at Morgan Stanley, and we became fast friends.
Ben went on to become a venture capitalist at Seven Rosen Partners.
When Ben retired from Seven Rosen Partners, I had just left Altos Computer, and we decided to angel invest together.
Ben was in New York pursuing angel investments on the East Coast, and I was covering the West Coast.
Sure enough, Ben found our first “hit” investment on the West Coast, the Ask Jeeves search engine. Ask Jeeves gave me my knowledge of the search space to pursue our investment in Google a few years later!
More important than investing together was our friendship, our mentoring, and love of founders.
Ben was kind, gentle, humble, and smarter than everyone else in the room, but never said so.
I am so thankful to him for our friendship and for launching my investing career, which led to the founding SV Angel where we have invested in close to 1,000 companies. Ben was the foundation of it all.
I send deepest condolences to Ben's dedicated wife, Donna, and sons, Eric and Jeff.
God Bless Ben!
caltech.edu/about/news/calte…
FFO LLC retweeted
Estate planning isn't just for the wealthy — it's for anyone who wants control over what happens next. These four core documents will help you establish it. kiplinger.com/retirement/est…
This September, our Partner, @EvanJehle, will serve as a keynote speaker at Becoming the Preferred Advisor to UHNW Families Conference in New York City alongside private wealth expert, Russ Alan Prince, and other industry leaders.
fa-mag.com/conferences/uhnw
Congratulations to our Partner @EvanJehle on his well-deserved appointment to the Board of Directors of Launchpad, a nonprofit committed to providing career access for underserved young adults. We look forward to seeing the positive impact he’ll make!
hollywoodreporter.com/news/g…
As UHNW families adopt more proactive asset protection strategies in the litigation economy, visibility and public perception play an increasingly important role in shaping liability. Our Partner @EvanJehle shares more in Russ Prince’s latest article.
fa-mag.com/news/the-litigati…
“AI won’t replace the business manager, but it will absolutely push us to focus on where we add the most value,” says @EvanJehle Partner at FFO. Read his take below on how celebrity business managers are evolving into strategic advisors.👇
fa-mag.com/news/the-expandin…
Our partner @EvanJehle shared his thoughts in an article for Financial Advisor with Russ Prince on the rise of the personal CFO.
fa-mag.com/news/the-rise-of-…
Our partner, @EvanJehle talks about how we implement our learning culture through our goal setting program. 👇🏻
20 Steps To Building A Learning Culture In Finance Departments hubs.li/Q03GBm6F0 from @modulate_ai @foguthfinancial @bluevine @nick_chandi @EvanJehle @kdassociates @alfonsocahero @davidkkelley @JaredWeitz @HERE @meelangupta and more
Our partner @EvanJehle was quoted in the @ForbesFinanceCl article about navigating the fluctuating interest rates.
20 Expert Strategies For Navigating Fluctuating Interest Rates hubs.li/Q03Bfz5T0 from @HowardDvorkin @foguthfinancial @meelangupta @modulate_ai @TomasMilar @EvanJehle @JaredWeitz @kdassociates @bluevine @alfonsocahero and more
In his latest piece for the @ForbesFinanceCl, FFO partner @EvanJehle discussed how the modern multi-family office can best prepare their clients to navigate an increasingly volatile -- and expensive -- property & casualty insurance marketplace.
Elite wealth planning teams best serve their clients by playing effective defense on a variety of fronts that are beyond their usual scope of accounting services. Read more: hubs.li/Q03bw74P0 Written by @EvanJehle, Forbes Councils Member.
For many ultra-high net worth individuals, their credit score may not be a true indicator of their financial standing. In the latest @ForbesFinanceCl expert panel, FFO partner @EvanJehle provided his thoughts on this critical credit management issue.
20 Solutions For Understanding And Addressing Customers Credit Health hubs.li/Q02Q2BcN0 from @latentview @EvanJehle @galileofx @joinfizz.com @beneficialstate and more
When high-net-worth individuals need a 2nd opinion on their wealth preservation strategies, our team is ready to help. FFO’s own @EvanJehle spoke with Financial Advisor about our unique expertise in providing these kinds of strategic reviews. 👇🏻 fa-mag.com/news/wealth-manag…