FFO

What FFO does

FFO, LLC (Flynn Family Office) is a New York-based multi-family office and business management company founded in June 2014 by Rick Flynn and Evan Jehle after they separated from Rothstein Kass during its acquisition by KPMG. Headquartered at 545 5th Avenue, the firm serves ultra-high-net-worth individuals, families, celebrities, athletes, and business owners with an integrated suite of nine service lines: accounting, financial planning, tax services, wealth planning, business services, insurance and risk management, property/hard asset management, private banking and lending coordination, and philanthropy services. FFO employs a hub-and-spoke model that centrally coordinates all service professionals and supervises financial management operations, providing clients a single relationship point across fragmented wealth and lifestyle needs. The team comprises three partners (Rick Flynn, Evan Jehle, Amy Schwartz), approximately 20+ service specialists with tax, accounting, and operations roles, and six interns, totaling roughly 30 staff.

The firm's underlying platform is not a technology product but an operational coordination methodology built on professional credentials and long-term advisor relationships, supported by partnerships with Focus Financial Partners (capital backer since July 2014), Critical Path Advisors and Critical Path Security (HR and cybersecurity), Jay Wolf Consulting (leadership and people strategy), Joseph A. Broyles Inc. (tax litigation), InAssist (medical/HIPAA administration), Regal Credit Management (credit profile management), and UK-based Ross Bennet Smith (international client coverage). FFO is a privately held LLC; Focus Financial Partners holds a major stake but FFO operates independently within the Focus network.

Revenue is generated through professional service fees on retainer or engagement-based arrangements, with custom pricing not publicly disclosed. Distribution is exclusively direct and relationship-driven, with referrals sourced from existing UHNW clients, their professional advisors, and a sustained thought-leadership presence across Forbes, Trusted Advisor, Private Wealth magazine, Elite Traveler, and FFO's own Critical Cast podcast. The firm has no disclosed revenue, no app or API, no proprietary technology stack, and no AI capabilities evident in the input data.

Name

FFO

Legal name

FFO, LLC

Website

https://ffollc.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

FFO is a New York-based multi-family office providing accounting, tax, wealth planning, business management, insurance, property, private banking, and philanthropy services to ultra-high-net-worth individuals, families, celebrities, athletes, and business owners through a hub-and-spoke coordination model.

Ownership category

akta.pro rank

Product category

Family Office Services

NAICS

Finance and Insurance (52), Portfolio Management and Investment Advice (52394)

SIC

Finance Services (6199), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industries

Outsourced Finance & CFO Services (BPAHABAE), General Ledger & Close (Journal Entries, Month-End Close, Reconciliations) (BPAAAGAC)

Keywords

• Family office services
• Wealth management
• Business management
• Financial planning
• Tax advisory

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Family Office Services: Comprehensive family office and business management services including accounting, financial planning, tax services, wealth management, insurance & risk management, property management, private banking coordination, philanthropy services, business services, and personnel management. Revenue is generated through professional service fees, likely retainer or engagement-based arrangements.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

FFO is a multi-family office and business management company that provides an integrated suite of wealth, financial, tax, insurance, property, private banking, philanthropy, and personnel management services to ultra-high-net-worth individuals, families, celebrities, and athletes. The firm employs a hub-and-spoke coordination model to centrally manage clients' financial and lifestyle needs across nine interconnected service lines. Services are delivered through bespoke engagements led by a partner-level team in New York City.

Product overview

FFO operates as a multi-family office and business management company that provides an integrated suite of financial and lifestyle services to ultra-wealthy individuals, families, celebrities, and athletes. The firm employs a hub-and-spoke model to centrally coordinate all service professionals and oversee financial management operations. Its core product portfolio comprises nine interconnected service lines: Accounting Services (bookkeeping, bill pay, financial reporting), Financial Planning Services (budgeting, retirement, education funding), Tax Services (compliance, consulting, estate planning), Wealth Planning Services (trust administration, transfer planning), Business Services (succession planning, personnel management), Insurance & Risk Management Services, Property/Hard Asset Management, Private Banking/Lending Services, and Philanthropy Services. This coordinated approach enables seamless integration and effective oversight of wealth protection and preservation strategies.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services Comprehensive accounting services for ultra-wealthy clients including balance sheet management, cash flow and lifestyle planning, general ledger reports, full-service bookkeeping, bill pay and expense reporting, and customized financial reports.
• Financial Planning Services
• Tax Services
• Wealth Planning Services
• Business Services
• Insurance & Risk Management Services
• Property/Hard Asset Management
• Private Banking/Lending Services
• Philanthropy Services

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Seven partnerships are on record, tiered supporting.

• Critical Path AdvisorssupportingImplementation/ SI/ Consulting PartnerFFO works closely with Critical Path Advisors to expand the firm's professional service, talent acquisition, and organizational capabilities, including providing HR consulting services to FFO's clients.
• Critical Path SecuritysupportingTechnology or IntegrationFFO entrusts Critical Path Security to help the firm safeguard its commercial protection and cybersecurity programs.
• Jay Wolf ConsultingsupportingImplementation/ SI/ Consulting PartnerSince FFO's inception, Jay Wolf Consulting has advised the firm and a select number of clients on various leadership consulting, operational innovation, and people strategy initiatives.
• The Law Offices of Joseph A. Broyles, Inc.supportingImplementation/ SI/ Consulting PartnerWith over 3 decades of experience litigating tax audit cases, including a nine-year tenure as an IRS Agent, Joseph Broyles and his associates work with FFO to ensure clients have access to specialized legal tax advice.
• InAssistsupportingTechnology or IntegrationFFO works with InAssist to help clients manage medical plans, navigate expert analytical data, track medical reimbursements, provide HIPAA security, and access bespoke technological solutions for evolving healthcare needs.
• Ross Bennet SmithsupportingStrategic or Co-development PartnerRoss Bennet Smith is FFO's UK counterpart that allows seamless assistance for international clients wherever they have a need worldwide.
• Regal Credit ManagementsupportingImplementation/ SI/ Consulting PartnerRegal Credit Management (RCM) is a privately held credit management, education, and media firm. Having worked with RCM for over 15 years, FFO entrusts the firm to help protect, bolster, and best utilize clients' credit profiles.

Scale indicators2 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Bessemer Trust: One of the largest U.S. multi-family offices providing integrated wealth management, investment, tax, and trust services to UHNW families. Highly comparable in service breadth and target client base to FFO.
• Glenmede: Privately held multi-family office and investment manager serving UHNW families and foundations with a similar integrated advisory model. Closely matches FFO in scale, target market, and integrated service offering.
• Cresset: Multi-family office and private investment firm providing integrated wealth, tax, and family office services to UHNW clients and entrepreneurs. Comparable in service scope, target client, and growth-stage trajectory.
• Rockefeller Capital Management: UHNW-focused wealth management, family office, and investment platform built around integrated advisory services for wealthy families. Closely comparable in client focus and integrated service model.
• Pitcairn: Multi-family office serving UHNW families with wealth management, family governance, and next-generation services. Directly comparable multi-family office model and client segment.
• Insigneo: Independent wealth management and family-office-style advisory firm with strong presence serving UHNW families including those with cross-border (Latin America–U.S.) needs. Comparable integrated wealth advisory model.

Broad incumbents

• Brown Brothers Harriman (Wealth Management): Large, established private bank and wealth manager with a multi-family office practice serving UHNW families. Comparable service overlap but materially larger scale and broader product set.
• Ascent Private Capital Management (U.S. Bank): Wealth management and family office-style service within U.S. Bank serving UHNW clients. Overlapping client base but part of a much larger bank-owned platform rather than an independent specialist.
• Wilmington Trust (Wealth Advisory): M&T Bank-owned wealth and trust services franchise providing family office-style capabilities to UHNW clients. Comparable services but embedded in a larger bank platform.

Others

• Cambridge Associates: Investment consulting and OCIO provider that serves many of the same UHNW families and family offices FFO serves, often as a complementary investment advisor rather than a direct competitor for full family office mandates.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/ffollc
• LinkedInlinkedin.com/in/rick-flynn-jd-a059a543

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about FFO