Tailored Solutions for Entertainers & Athletes.

Comprehensive range of concierge-style services designed to meet the lifestyle management needs of America's most accomplished individuals and their families.
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Services to help you confidently manage your wealth.

Our dedicated Business Management team is devoted to allowing you to focus on your passion

We believe that your business matters deserve the same level of attention and expertise as your artistic pursuits

Lifestyle Managment

  • Effective Cash Flow Management, Budgeting, and Expense Projection
  • Maintaining Accurate Financial Records
  • Optimized Debt Management
  • Efficient Handling of All Income Sources
  • Monitoring Check Receipts & Managing Bill Payments
  • Personalized Insurance Coverage
  • Expert Real Estate and Major Asset Acquisition
  • Continuous Investment Review

Asset Protection

  • Comprehensive Risk Management
  • Strategic Estate Planning


  • Bookkeeping​
  • Federal and Multi State Tax Compliance
  • Highly customized tax planning strategies

Professional Services Coordination

Your business is personal to us.

With over 40 years of experience, our team acts as your personal CFO and advisor, ensuring your financial stability and growth. We offer a comprehensive suite of services tailored to high-net-worth individuals and their families, providing the tools necessary to achieve financial security in both the short and long term.
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