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Whether your career takes you down the runway, the red carpet or to Madison Square Garden, you still have critical questions to deal with. How many more years can you be a top performer and at your peak? What will your earning potential be one year or five years from now? Will you have enough to retire on and live the lifestyle you have grown accustomed to?
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These questions and more impact our clients on a daily basis. They include musicians, actors, athletes, writers, models and entertainment executives, among others. Our objective as trusted advisors is to plan ahead for your future. The value, skills and knowledge of our Family Office Group can help you bring order to your financial life and protect your future.
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Comprised of seasoned financial professionals and certified public accountants, the Family Office Group offers proven expertise with the utmost discretion and attention so that you have peace of mind and are empowered to do what you do best—accomplish your career goals.
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Our relationship-driven approach also enables us to provide the highest level of hands-on personal service assembling the finest team of financial professionals whenever and wherever you need them: from tax planning and estate and trust services to intellectual property protection and royalty reviews.
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Our approach also entails establishing and maintaining synergistic relationships with key members of your business team, including managers, lawyers and agents while working with you directly on all financial and lifestyle matters to fully ensure you understand the choices you face and the decisions that need to be made.
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| How We Can Help: |
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| Integrated Planning |
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Tax planning and compliance |
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Life and estate planning |
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Estate, tax and financial plans |
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Cost analysis |
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Multi-generational planning |
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| Lifestyle Management |
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Bill paying and payroll |
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Cash flow management |
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Business and succession planning |
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Property management |
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Private travel management |
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Collectibles management |
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| Risk Management |
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Liability management |
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Bank financing |
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Insurance analysis and oversight |
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| Data Aggregation |
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Tour accounting and budgeting |
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Consolidated statements and analysis |
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Budgeting |
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Partnership accounting |
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Monitoring intellectual capital and licenses |
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| Philanthropy and Foundations |
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Philanthropic mission |
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Foundation management |
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Personal giving |
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| Family Continuity |
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Family assets |
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Family governance |
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Client education |
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Family meetings |
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Coaching and facilitation |
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