SERVICES
Our primary objective is to help professional athletes, celebrities and corporate executive clients achieve long term financial freedom. We establish a spending, saving and tax planning strategy in conjunction with investment managers so that you can maintain the lifestyle that you have achieved for many years to come. Most importantly, we are actively involved in every client situation based on our on-call, concierge approach.
Tax & Business Services
Our unique, personalized services as business manager to you, your family and/or family office knows no bounds. We offer concierge-style, sophisticated services to meet the needs of the unique and complicated life of our clients. We help some of America’s most enterprising individuals and families define the lives they choose to live.
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For Professional Athletes
We understand the specialized tax and financial planning needs of pro athlete. We assist with a myriad of tasks associated with managing your tax and business management needs. Our services can be customized to meet the needs of any situation.
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For those Enduring Life Changes
Our primary objective for daily money management concierge services is to help individuals or families with customized services as they are enduring life changes, extensive travel or have physical / time constraints establish and manage procedures to effectively handle daily personal financial management needs. We assist with a myriad of tasks associated with managing your personal financial life. Our services can be customized to meet the needs of any situation.
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