Services
Business Management
Our team allows very successful people to live the life they choose, by offering distinctly curated, first-class service, sound financial planning and meaningful advice.
Services
Our team has more than 35 years of experience serving as a personal CFO and advisor to entertainment professionals and other high-net-worth individuals who have a desire to focus on their own profession and insist that their business matters receive the same level of attention and expertise.
We assist our clients by supervising and managing their day-to-day financial affairs and business concerns, and we do so by working cooperatively with our clients’ other trusted providers including:
We offer sound planning and meaningful advice in all aspects of clients’ personal and business matters including:
If you’re a current Business Management client, use one of the following links to access our client portal:
If you have any questions or just want to reach out to one of our experts, use the form and we'll get back to you promptly.