Comprehensive guidance

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to support your needs

We can help create a custom financial plan that is designed to address all your interwoven objectives, supporting your business and personal needs. Whether you want help with cash flow and tax efficiency or retirement and estate planning, we can be your guide.

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Whether you’re looking for assistance in overseeing your current plan or implementing a new one, our team offers the attention and resources to guide you through every step, helping you distinguish among seemingly endless investment options, stay current with regulations and fiduciary responsibilities, as well as educate plan participants on their options.

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Intergenerational wealth management requires a sophisticated and disciplined approach designed to help achieve your goals and aspirations in any market environment. We apply this principle in assisting wealthy individuals, families and foundations with the management of substantial and complex portfolios. In the pursuit of preserving your financial future, we coordinate and help simplify challenging issues, including oversight and reporting requirements, investment due diligence and risk assessment, providing select families with a comprehensive range of custom services.

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With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.

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Successful businesswoman, entrepreneur, mentor, leader: Whether for your education, career or family, at some point you’ve had to plan to reach your goals. And you’ve likely faced unique financial challenges along the way. We’ve helped our clients confidently turn those challenges into possibilities for a brighter future with proactive planning and investing.

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Pro athletes and professional entertainers have unique financial situations. While most people earn their salary over a career that spans 30 or 40 years, the timeline for athletes is much more compact – a pro career can average only three to seven years. Entertainers can also have highly variable incomes. Their career earnings can be subject to outside influences such as shifting cultural tastes, TV ratings and box office results.

We understand that athletes need strategies to replace income in case they get hurt and provide personal insurance solutions with multiple providers. This includes income replacement and disability coverage to preserve your assets and your health while playing and the years after.

What’s more, earning a large amount of wealth at a relatively young age can be a temptation to spend recklessly without the proper regard for saving for the future. We take special care to help ensure that your earnings are well invested during these lucrative times so that you will have assets available later in life.

We have developed an innovative niche for managing the investment and essential financial matters of individuals in the professional sports and entertainment industries in the United States, Europe and Latin America. We have a dedicated team of advisors fluent in both English and Spanish.

We can work together with you, in collaboration with your agent and attorney, to map out a comprehensive financial plan designed to provide income throughout your life, prepare you for your post-career life, and pursue goals such as buying a home or financially helping your family members. In addition to financial planning, we can help you with other important matters such as insurance needs, budgeting and cash flow management, bill paying and risk management. We can also help evaluate business opportunities presented to you and manage income you receive from endorsements or promotional appearances.

We keep a roster of select clients so we can dedicate more time to serving each with the highest level of personal attention, and be better able to accommodate your busy schedule wherever your career takes you.

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