FFO LLC

Overview

Flynn Family Office says it serves entrepreneurs, executives, entertainers, athletes and inheritors.² The firm’s website lists New York as its office location.³ Its services cover accounting and financial reporting, tax services, wealth planning and business services.⁴ The firm says these disciplines are coordinated around present needs and long term or generational wealth objectives.⁵

A 2015 Form ADV filing lists the primary business name as LGT CLERESTORY LLC and identifies Flynn Family Office as a books and records location.¹ The filing creates a name and identity conflict that requires current verification.¹

History

Flynn Family Office says its team began serving clients in 2002.³ The distinction between that team history and the legal entity’s founding year is unverified.³ A 2014 report states that former Rothstein Kass family office principals launched Flynn Family Office through Focus Financial Partners.¹⁸ The report names Rick Flynn and Evan Jehle as leaders and describes family office and business management services for ultra high net worth individuals, families and advisers.¹⁸

Another 2014 report says Focus Financial Partners acquired a major stake in Flynn Family Office.¹⁹ That report describes tax, accounting and risk management services, particularly for wealthy entertainers.¹⁹ In August 2024, Flynn Family Office announced its tenth anniversary and described its offering as accounting, tax, advanced planning and business management services for ultra high net worth individuals.²⁰

Timeline

1. 2002Flynn Family Office says its team began serving clients in 2002.
2. 2014A 2014 report states that former Rothstein Kass family office principals launched Flynn Family Office through Focus Financial Partners.
3. 2015A 2015 Form ADV filing lists the primary business name as LGT CLERESTORY LLC and identifies Flynn Family Office as a books and records location.
4. 2024In August 2024, Flynn Family Office announced its tenth anniversary and described its offering as accounting, tax, advanced planning and business management services for ultra high net worth individuals.

Leadership

Rick Flynn is listed as Founding Partner.⁸ The firm describes him as having more than three decades advising ultra high net worth individuals and as associated with a hub and spoke model that integrates financial, business and lifestyle management.⁸

Evan Jehle is listed as Partner and COO.⁹ The firm describes him as a Certified Public Accountant and Forbes Finance Council member with expertise in tax strategy, business management and advanced planning.⁹

Amy Schwartz is listed as Partner and as a founding team member with more than two decades of accounting and business management experience.¹⁰ Russ Alan Prince is identified as Partner, FFO, and as a family office strategist who helps ultra wealthy families define outcomes and structure relationships with private wealth professionals.¹⁷

The team page lists Bruce Levine as Director of Tax.¹⁶ It lists Jewell Brockington as Executive Assistant and Operations Manager, Marie Cruz as Office Administrator, and Brennan Reilly as Director of Special Projects.¹⁴ Cynthia Brown, Joesph Cook, Jessica Francois, Maria Lovell, Katie MacMurray and Erika Wilvang are listed as Account Managers.¹⁵ Rodelsi Acevedo and Caitlin Andrews are listed as Account Associates.¹¹ Glenn Hill, Celia Jimenez, Gabriel Cooper-Bey, Raminta Gonzalez, Sade Williams and Monica Zamago are also listed as Account Associates.¹⁵ Elisha Beerjit, Shofna Begum, Christopher Citrone, Anthonicar (Toni) Exavier, Adina Herskowitz, Gabriela Rodas and Roman Khizkiyayev are listed on the team page, with published titles including Account Executive and Tax Manager.¹²

Services

Flynn Family Office lists accounting and financial reporting, tax services, wealth planning and business services.⁴ Its stated service model coordinates accounting, tax, business and wealth planning disciplines around current requirements and long term or generational wealth objectives.⁵ Earlier reporting also describes tax, accounting and risk management services.¹⁹

What the firm offers

• Financial planning
• Tax planning
• Risk and insurance

Client focus

The firm says it serves high net worth and ultra high net worth entrepreneurs, executives, entertainers, athletes and inheritors, including individuals and families.² A 2014 report describes services for ultra high net worth individuals, families and advisers.¹⁸

Investment philosophy and approach

FFO identifies confidentiality, competency, continuity and caring as core values.⁷ Rick Flynn is associated with a hub and spoke model that integrates financial, business and lifestyle management.⁸ The firm says its disciplines are coordinated to address present needs and long term or generational wealth objectives.⁵

FAQs

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Sources

1. SEC Form ADV PDF , accessed October 23, 2026.
2. FFO homepage , accessed October 23, 2026.
3. FFO homepage , accessed October 23, 2026.
4. FFO homepage , accessed October 23, 2026.
5. FFO homepage , accessed October 23, 2026.
6. FFO homepage , accessed October 23, 2026.
7. FFO homepage , accessed October 23, 2026.
8. FFO homepage , accessed October 23, 2026.
9. FFO homepage , accessed October 23, 2026.
10. FFO homepage , accessed October 23, 2026.
11. FFO team , accessed October 23, 2026.
12. FFO team , accessed October 23, 2026.
13. FFO team , accessed October 23, 2026.
14. FFO team , accessed October 23, 2026.
15. FFO team , accessed October 23, 2026.
16. FFO team , accessed October 23, 2026.
17. FFO homepage , accessed October 23, 2026.
18. Family Wealth Report , accessed October 23, 2026.
19. FFO article , accessed October 23, 2026.
20. Focus Financial Partners announcement , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.