Sports & Entertainment
There are parts of your journey most will never see. You have worked hard, while others had a social life, going to bed in pain, waking up to repeat it all again. You practiced, and invested in a dream, and now you have arrived. We understand the fear, allow us to guide you, protecting and preserving your wealth, helping to maintain your lifestyle during your career and beyond.
As a Fiduciary, we work in the best interest for you, your family and your business interests. Our advice is independent and serves your needs, as we believe you will be a client longer than you are a client of your agent or label.
Protect & Preserve
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The first rule of wealth management is to protect and preserve your assets.
Private Wealth Management
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A range of customized solutions to fulfill the needs of select clients, including investment management, taxation strategy, wealth transfer, and insurance planning.
Taxation Strategy​
As an elite athlete or entertainer, you may find yourself becoming an entrepreneur with multiple income streams. We provide guidance on lowering taxable income, and protecting your business and family interest.