Extraordinary care for astute clientele

Unique issues and complexities often accompany the accumulation of wealth. That’s why our disciplined and collaborative approach helps simplify your financial life. You may be concerned about leaving a legacy including wealth transfer and charitable giving, or looking to get your estate in order. Customized to your needs and preferences, your plan is designed to bring cohesiveness and often involves collaboration with other professionals such as your CPA and attorney to help ensure everything is taken care of and working together for you.

Between the demands of work and the complexities of your personal financial matters, planning for your own financial future can be challenging. Our team can create a well-designed financial plan for addressing your needs today and tomorrow that encompasses many important financial matters from protecting assets from liability risk and mitigating your tax burden to managing cash flow and planning for your estate. We can even help value your firm or practice if you’re looking to transition your business, and use our expertise to review and manage your stock options and concentrated equity as part of your overall plan.

Whether caring for patients, working with office staff or dealing with stacks of paperwork, you have a busy practice which means limited time to devote to your finances. However, your success enables you to be selective in choosing the right wealth manager. Our specialized team is prepared to collaborate with your tax and legal advisors to create a comprehensive plan addressing everything from personal to professional issues. Whether helping with estate or college planning or creating a family limited partnership or asset-protection trust, you can delegate your whole financial life to us to give it the thought your plan – and you – deserve.

You’re probably too busy guiding your enterprise to devote enough time and attention to your own financial matters, which is why we’ve developed the specialized expertise to serve as your holistic wealth manager. Understanding your business and goals helps us address a wide variety of important needs during all stages of your business and your life. Whether looking for solutions for employee retention, insurance and financing, or help with asset preservation, tax and estate planning, we can help now and in the future as you look to create an exit plan for your eventual transfer of wealth.

Managing cash flow and having a substantial reserve fund to cover expenses becomes crucial. Special attention must be given to help ensure that your earnings are well invested during lucrative time in your career and assets are available when opportunities are scarce. Whether you are an artist, musician or actor, you know that you may be at the mercy of outside influences such as changing public tastes, TV ratings, movie reviews or movements in the art world.

We can design a financial plan that addresses all these concerns and pursues goals such as planning for retirement and providing for your family. We can also help you conduct your career as a business, with separate personal and business accounts that allow you to maintain solid record-keeping, track spending, and determine if your entertainment career is functioning at a profit or loss.

We respect the enormous cultural contributions that entertainers make to the quality and enjoyment of life, and we are dedicated to providing the exceptional financial guidance they need to continue with their passionate and artistic endeavors.

Preserving your wealth and maintaining your lifestyle throughout retirement are probably your highest priorities. We can help you with wealth management needs such as income projections, distribution planning, estate and legacy planning, as well as other essential needs such as life insurance and long-term care insurance.

Since your earnings’ timeline doesn’t span decades, managing cash flow and reserving substantial funds to cover expenses become crucial. That’s why we pay special attention to help ensure that your earnings are well invested during lucrative times and assets are available when needed. From budgeting and cash flow to managing endorsement income or tax planning, we can create an overall financial plan designed to provide income throughout your life, prepare for retirement and provide for your family.