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Sports & Entertainment


Our team approach from a holistic point of view allows us to effectively plan through our specialty services in addition to our VIP full-suite of value adds. For Athletes, Celebrities, Touring Entertainers, Actors, Writers, Directors, Producers, Screenwriters, Editors, Musicians, Sporting Teams, Agencies Managing Talent, Campaign Sponsors, and Management companies, planning is key, it’s not only about what you make, it’s about what you keep.



As a business manager or agent, if the athlete/celebrity you are managing was not able to fulfill their contract, how are you or your business protected?

As an entertainer, when traveling, producing, performing, or playing internationally, how are you protected?

How do I effectively protect myself, should I lose my ability to perform/play my sport to support my family and/or lifestyle now and into the future?




Adding Value for Sports & Entertainment:


  • Retirement & Passive Income Planning
  • Establish a Solid Financial Foundation & Roadmap
  • Cash Flow & Liquidity Optimization
  • Risk Management Solutions
  • Enhanced Tax Reduction Strategies
  • Asset/Income Protection
  • Legacy & Wealth Transfer Planning
  • Growth & Investment Planning
  • Business Optimization Strategies
  • Industry Specific Services and Underwriting