One view of everything
Contracts, endorsements, royalties and investments in one consolidated view, with the bills and taxes that follow them.
Athletes and entertainers
Early wealth, planned to last.
From $10M, selected fractional family office support for athletes and entertainers, alongside existing advisers.
What matters
What we focus on first.
A plan for after the peak
A plan built for a career that may be short, so the income of the best years can fund the decades after them.
Controls on who moves money
We work alongside your agent, manager and advisers, and will put approval thresholds and dual sign-off on every payment.
How we help
CFO Services Accounting, consolidated reporting, treasury, bill pay and controls.
Goals-Based Planning and Wealth Strategy A plan that drives every decision.
Cross-Border Tax Strategy Year-round planning across jurisdictions.
Cybersecurity Services Protecting family members, homes, accounts and digital lives.
Lifestyle Services Support so the family can enjoy what it has built.
Request a confidential introduction with our founder.
Tell us about your family's priorities. Every conversation is private and carries no obligation.