Business Management

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.

Our Partners

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:

• Agents
• Attorneys
• Auto Brokers
• Contractors
• Executive Directors
• Insurance Agencies
• Investment Financial Advisors
• Mortgage Brokers
• Pension Administrators
• Personal Managers
• Project Managers
• Real Estate Agents

Services

We offer sound planning and meaningful advice in all aspects of clients’ personal and business matters including:

• Cash management and financial planning
• Insurance coordination
• Investment guidance
• Tax, trust and estate planning
• Tax preparation
• Payroll management
• Bookkeeping and check writing
• Implementing retirement and pension plans
• Real estate and large asset purchases

If you’re a current Business Management client, use one of the following links to access our client portal: