athletes & entertainers

Our dedicated team of experts assists professional sports clients in managing their financial affairs, ensuring they can maintain their desired lifestyle for many years beyond the peak of their careers. In today's ever-changing world, the exact timing of that peak is uncertain, making careful collaborative planning of paramount importance.

​

Wealth Management, Tax Planning, Preparation, and Compliance

​

• Name, Image, and Likeness (NIL) Management: Guidance on maximizing earnings through endorsement deals, sponsorships, and leveraging personal brand value.

• State Residency Planning: Strategic planning to optimize tax liabilities based on residency, considering state tax laws and implications for income earned across various locations.

• Wealth Management: Comprehensive financial planning to preserve, grow, and manage wealth, considering unique income streams, such as royalties, contracts, and investments.

• Estate Planning: Structuring assets and creating trusts or wills to manage and distribute wealth according to preferences and legal considerations.

• Risk Management and Insurance: Tailored insurance solutions to mitigate risks associated with career longevity, injuries, and liabilities.

• Budgeting and Cash Flow Management: Assisting in managing income fluctuations, creating budgets, and establishing cash flow strategies for sustainable financial health.

• Investment Advisory Services: Providing guidance on diversified investment portfolios aligned with individual risk tolerance and long-term financial goals.

• ​

Concierge and Family Office Services

 

For athletes, time spent outside of work often revolves around family, travel, and business-related matters. Our suite of concierge and family office services is designed to substantially alleviate stress in our clients' lives while ensuring their financial security.

 

Concierge and Family Office Services we offer include:

 

- Maintenance of bank accounts.

- Bill payment services.

- Personal recordkeeping.

- Management of cash flow.

- Creation and implementation of monthly budgets and accounting reports.

- Generation of forecasted cash flow statements.

- Assistance in attaining financial objectives and goals.

 

Our aim is to seamlessly integrate into your advisory team, contributing to the safeguarding of your future and providing you with the peace of mind that only experienced CPAs can deliver.