ServicesFamily Office, Entertainment Business Management & Longterm Financial Planning
Management and Planning for High-Net-Worth Clients
For over thirty-five years, we have been providing business management services to high-net-worth individuals, entertainment, and real estate clients. We assist our clients with the formulation of goals, strategy development, and long-range planning.
You can count on our complete support when it comes to working with your advisors such as agents, bankers, wealth managers, insurance advisors, and lawyers. We never accept referral fees or commissions of any kind from any advisor or investment management.
We are focused on making sure that our clients have a long term financial plan that includes saving and investment to insure that you will have sufficient assets to live out your life including providing for special events (weddings, travel, assistance children and grandchildren with housing and tuition). We will work with your wealth management advisor to have them prepare multiple scenario “Monte Carlo” analyses to provide you with comfort about your financial picture. We also will assist you in reviewing the need for life and disability insurance to provide for income replacement if needed or to help pay estate tax.
