Our dedicated customer support team is here to assist you with any inquiries or assistance you may need.
Business managers work with high-net-worth individuals, family offices, and businesses from nearly every industry. From entertainment and fashion to food and beverage and technology, our expert team of “straight-shooters” understands your industry and is ready to guide you to your goals.
We have gone on tour with chart-topping musicians – supporting their success by monitoring global receipts, negotiating with local tax authorities in foreign countries, and adjusting tour operations and budgets to stay on track.
We have been on the ground floor of countless startups – helping to keep the books compliant, streamlining the operations, and preparing companies for growth. We advise these clients on entity type and finance function; we offer comprehensive bookkeeping services and can serve as an external CFO.
We’ve even walked the red carpet with actors, producers, directors, writers, and other entertainment industry professionals; we help these clients “live their best life” with financial responsibility – planning, budgeting, forecasting, assisting with contract negotiations, and developing their brand.
Additionally – and perhaps most importantly – we are built to grow with you. As your career evolves, we tailor the plan to adapt to your changing lifestyle.
We are completely transparent – keeping you updated every step of the way and working seamlessly with your team of professionals (i.e., talent agents, attorneys, investment firms, and real estate brokerages, among others).
Our business managers offer myriad tax and bookkeeping services that address each client’s unique financial, lifestyle, and/or professional concerns – including, but not limited to recording monthly cash-flow, managing contractual and financial arrangements, ensuring IRS compliance, and developing forward-thinking tax strategies.
Acting in a coordinating capacity, we also offer investment administration services. Our business managers work closely with your investment professionals to provide a high-level perspective.
These services include reviewing monthly investment reports, determining if current allocations meet expressed investment goals, and identifying possible duplicative strategies that create inefficiencies and potential additional risk.
We offer independent pool administration, management, and compliance services to patent pools.
Our team supports the patent pool’s goals of efficiency and cost effectiveness; we address concerns about anti-trust issues, establish key financial relationships and procedures, collect royalties, and manage royalty reporting for these joint venture agreements.