Business Management
We understand the desire to simplify complex financial matters. We have extensive experience providing business management services to high-net-worth individuals, their families, businesses, and foundations.
Tailored to Meet
Our Clients' Needs
Concierge-Style
Services
Personalized CFO
Services
Business Management
Our Business Management practice is tailored to meet our clients’ needs for simplicity and financial control.
We understand the desire to simplify complex financial matters. We have extensive experience providing business management services to high-net-worth individuals, their families, businesses, and foundations.
Tailored to Meet Our Clients’ Needs
Our clients include business and entertainment executives, entrepreneurs, performing artists, sports figures, trust fund beneficiaries and other high-net-worth individuals. The service we deliver allows our clients to go about their busy lives secure with the knowledge that their financial details are in the hands of trusted advisors.
Concierge-Style Services
- Personalized CFO Services
- Income Tax Planning and Preparation
- Retirement and Estate Planning
- Charitable Giving
- Analysis of Business Transactions
- Litigation Support Consulting
- Tour Accounting
- Royalty & Participation
- Analysis & Audits
- Coordination with other Key Professionals (managers, lawyers, agents, investment advisors)
Personalized CFO Services
- Bill Payment and Cash Receipts Management
- Budgeting and Cash Flow Management
- Financial Record keeping and Performance Review
- Insurance Analysis and Risk Management
- Payroll Planning and Management
- Contract Review and Negotiations
- Strategic Planning
- Technology Review and Planning
- Major Asset and Debt Planning
High Net Worth Individuals, Startup Companies and Entertainment Industry