SingerLewak
Business Management
At SingerLewak, our Business Management practice is tailored to meet each of our client's needs bringing simplicity, financial controls and stability to their lives. Our experienced team understands the need to simplify the complex issues of high net worth individuals. We have extensive experience providing business and wealth management services to high net worth individuals, their families and family businesses. Our clients include business and entertainment executives, entrepreneurs, performance artists, sports figures, trust fund beneficiaries and other affluent individuals. We use state-of-the-art, highly encrypted software, enabling clients to access and sign their financial information electronically. The service we deliver allows our clients to live their lives secure in the knowledge that the complex details are in the hands of trusted advisors.
We offer Concierge Style Services:
- Recurring business management
- Family and estate
- Personal financial consulting
- Business financial consulting
- Advisor liaison
Specialized Services
Recurring Services to manage and oversee all financial and business matters for individuals, loan-out companies, production companies, family businesses, foundations, trusts and estates:
- Income collection
- Bill review and check preparation
- Check signing (with dual controls)
- Bank and investment reconciliations
- Monthly cash flow reports and pro forma
- Monthly financial statements
- Budget preparation or analysis
- Coding of income and expenditures
- Payroll processing and tax reporting
- Loan negotiation
- Insurance
- Project cost accounting
Business Management Services
- Family and estate services
- Asset allocation and reporting
- Estate planning and gifting
- Trust accounting and reporting
- Divorce
- Personal financial consulting
- Financial review and planning
- Home construction
- Business financial consulting
- Business plans
- Corporate compliance
- Advisor liaison
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