Your teammate off the ice
We understand the complex nature of a career for you in professional sports and can ensure you receive a coordinated service experience that will allow you to focus on your career, while remaining educated about your financial position along the way. You’re more than an athlete; you’re a brand, and this is your business. Our team will empower you to ask the right questions and educate you on budgeting, developing good spending habits, and learning when to say no. We can provide you with the guidance to make smart decisions, build a strong foundation, and how to protect yourself financially.
We will work closely with your family, agents, accountants, and lawyers, to simplify your life so you can focus on the game and prepare for what’s next. As our client, we can assist you with:
Wealth management services
- Tax-conscious investment strategies
- Traditional investment strategies
- Alternative investment strategies
- Liquidity strategies
- Banking
- Cash flow management
Tax considerations
- Charitable giving strategies
Estate and succession planning services
- Estate planning services
- Trust consultation
- Insurance strategies
