One practice,fully coordinated.
Planning, investments, tax, trusts, retirement accounts, business interests, private markets, and concierge services, built around the unique earnings schedule of a sports career.
Cash flow for a career that pays in bursts.
The signing bonus, the contract, the offseason, taxes across the states and countries a season passes through, insurance, and what comes after the game, planned early and revisited every season.
Public and private markets, with the whole plan in view.
Portfolios built position by position with the tax picture in view, private-market opportunities, and a private investment network. The pitch that arrives every week gets weighed against the plan before it gets an answer.
The office around you.
Advanced planning, risk management, estate and legacy, bill paying and reporting, and coordination with the agent, the attorney, and the accountant already at the table.
The practical weight of a life in season.
Handled by the same team that knows the whole picture, and integrated with every other part of the relationship.
Career and opportunity beyond the game.
Introductions, the rooms worth being in, endorsements weighed as investments, the next business, and a transition that begins long before the last season.
What the relationship looks like.
Named people, direct lines, and one plan that every decision is checked against. The terms are set out in writing before anything begins.
The first conversation
With you, and with whoever you want in the room: a spouse, a parent, an agent, an attorney. What exists today, what is coming, and what has to be true in five years.
One plan
Cash flow, taxes, investments, insurance, estate, and the business of the name, built as one document and revisited every season.
The team on your account
The same people from the first meeting on, coordinating with the agent, the attorney, and the accountant already at the table, and reachable when the decision is being made.
Independent custody. One consolidated view.
Client assets are held at independent custodians, Charles Schwab and Fidelity, and reported through Black Diamond, so you, your family, and the professionals you authorize see the same numbers.
Your assets never sit on our balance sheet, and any qualified authorized party can verify holdings directly with your custodian at any time.
