Our team has more than 35 years of experience serving as a personal CFO and advisor to entertainment professionals and other high-net-worth 爱博足彩APP电脑版本 who have a desire to focus on their own profession and insist that their business matters receive the same level of attention and expertise.

我们的合作伙伴

We assist our clients by supervising and managing their day-to-day financial affairs and business concerns, and we do so by working cooperatively with our clients’ other trusted providers including:

• 代理
• 律师
• 汽车经纪人
• 承包商
• Executive Directors
• 保险 Agencies
• Investment Financial Advisors
• Mortgage Brokers
• Pension Administrators
• Personal Managers
• Project Managers
• 房地产 代理

服务

We offer sound planning and meaningful advice in all aspects of clients’ personal and business matters including:

• Cash management and financial planning
• 保险 coordination
• Investment guidance
• 税, trust and estate planning
• 税 preparation
• Payroll management
• Bookkeeping and check writing
• Implementing retirement and pension plans
• Real estate and large asset purchases

If you’re a current 业务 Management client, use one of the following links to access our client portal: