About Services
Athletes Comedy Digital Content Creators Executives Film & Television High-Net-Worth Music / Composers Real Estate Trusts & Estates
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SERVICES

Our Services

We support clients in every aspect of their financial world through an integrated platform of services.

Bill Pay & Cash Management

  • Bill payment and recurring expense management
  • Vendor management and contract oversight
  • Cash flow planning and liquidity oversight
  • Account reconciliation
  • Real-time financial reporting visibility

Insurance & Risk Management

  • In-house insurance specialists
  • First-class coverage
  • Policy review and timely renewal
  • Management of all aspects of the claims process
  • Relationships with the broker community

Payroll Administration

  • Payment processing
  • 1099 compliance
  • NDA administration
  • Quarterly and annual payroll tax filings

Tax Planning & Compliance

  • Strategic tax planning
  • Comprehensive tax preparation
  • Projections for federal, state, and local returns
  • Representation in the event of an audit

Major Asset Transactions

  • Guidance on acquisition, sale, financing, and ownership structure of major assets — real estate, aircraft, watercraft, vehicles, and fine art
  • Coordination with legal, tax, lending, and valuation professionals throughout the transaction process
  • Oversight of transaction-related cash flow, liquidity, tax considerations, and risk management strategies

Estate Planning Coordination

  • Coordination with estate attorneys, trustees, and tax advisors
  • Trust funding, distributions, and compliance
  • Ongoing review of beneficiary designations and estate documents
  • Proprietary AI tools built to monitor life insurance coverage, premiums, and beneficiary alignment

Financial Reporting & Oversight

  • Consolidated financial statements across entities and personal assets
  • Real-time visibility into accounts, assets, liabilities, cash flows, and net worth
  • Audit preparation and support for external advisors and stakeholders
  • Coordination of financial reporting with tax planning and estate strategies

Trust & Entity Administration

  • Formation and administration of trusts, LLCs, partnerships, and other legal entities
  • Coordination with attorneys and tax professionals to support governance and compliance
  • Recordkeeping, annual filings, entity maintenance, and administrative obligations
  • Integration of entity structures with estate planning, tax strategy, asset protection, and overall wealth objectives
  • Bill payment and recurring expense management
  • Vendor management and contract oversight
  • Cash flow planning and liquidity oversight
  • Account reconciliation
  • Real-time financial reporting visibility
  • In-house insurance specialists
  • First-class coverage
  • Policy review and timely renewal
  • Management of all aspects of the claims process
  • Relationships with the broker community
  • Payment processing
  • 1099 compliance
  • NDA administration
  • Quarterly and annual payroll tax filings
  • Strategic tax planning
  • Comprehensive tax preparation
  • Projections for federal, state, and local returns
  • Representation in the event of an audit
  • Guidance on acquisition, sale, financing, and ownership structure of major assets — real estate, aircraft, watercraft, vehicles, and fine art
  • Coordination with legal, tax, lending, and valuation professionals throughout the transaction process
  • Oversight of transaction-related cash flow, liquidity, tax considerations, and risk management strategies
  • Coordination with estate attorneys, trustees, and tax advisors
  • Trust funding, distributions, and compliance
  • Ongoing review of beneficiary designations and estate documents
  • Proprietary AI tools built to monitor life insurance coverage, premiums, and beneficiary alignment
  • Consolidated financial statements across entities and personal assets
  • Real-time visibility into accounts, assets, liabilities, cash flows, and net worth
  • Audit preparation and support for external advisors and stakeholders
  • Coordination of financial reporting with tax planning and estate strategies
  • Formation and administration of trusts, LLCs, partnerships, and other legal entities
  • Coordination with attorneys and tax professionals to support governance and compliance
  • Recordkeeping, annual filings, entity maintenance, and administrative obligations
  • Integration of entity structures with estate planning, tax strategy, asset protection, and overall wealth objectives
WHO WE SERVE

Client Profiles

Athletes
Athletes
Comedy
Comedy
Digital Content Creators
Digital Content Creators
Executives
Executives
Film & Television
Film & Television
High-Net-Worth
High-Net-Worth
Music / Composers
Music / Composers
Real Estate
Real Estate
Trusts & Estates
Trusts & Estates

One team. One strategy.
One coordinated financial picture.

Let us show you what a fully integrated financial command center can do for your world.