Business Management
Our team allows very successful people to live the life they choose, by offering distinctly curated, first-class service, sound financial planning and meaningful advice.
OUR APPROACH
Bespoke Solutions for
Entertainers & Athletes
We work cooperatively with a range of service providers, and we assist our clients with the long-term preservation and growth of their net worth by supervising and managing their day-to-day financial affairs and business concerns.
WE GOT YOU
Focus on Your Passion
Our Business Management team serves studio executives, writers, producers, directors, actors, musicians, athletes, high-net-worth individuals and others who have a desire to focus on their own passions and insist that their business matters receive the same level of attention and expertise.
SERVICES
Business & Financial Management
Our team has more than 35 years of experience serving as a personal CFO and advisor to entertainment professionals and other high-net-worth individuals who have a desire to focus on their own profession and insist that their business matters receive the same level of attention and expertise.
Our Partners
We assist our clients by supervising and managing their day-to-day financial affairs and business concerns, and we do so by working cooperatively with our clients’ other trusted providers including:
- Agents
- Attorneys
- Auto Brokers
- Contractors
- Executive Directors
- Insurance Agencies
- Investment Financial Advisors
- Mortgage Brokers
- Pension Administrators
- Personal Managers
- Project Managers
- Real Estate Agents
Services
We offer sound planning and meaningful advice in all aspects of clients’ personal and business matters including:
- Cash management and financial planning
- Insurance coordination
- Investment guidance
- Tax, trust and estate planning
- Tax preparation
- Payroll management
- Bookkeeping and check writing
- Implementing retirement and pension plans
- Real estate and large asset purchases
FAMILY OFFICE SERVICES
Complexities of Managing Family Wealth
You and your family have accumulated significant wealth, but you’re wondering how you’ll be able to manage the resources and complexities involved in maintaining that wealth.