Much like our business owner clients, the needs of high-profile clients such as professional athletes and influential public figures tend to be multifaceted and require an advanced level of care and expertise. Quite often, these clients' peak earning years are short-lived, so a key focus is implementing a disciplined approach to maximizing savings opportunities and minimizing taxes while their cash inflows are substantial.
We also understand that these clients face a number of risks, from sustaining career-threatening injuries to being targeted by financial predators or cyber criminals. Therefore, we work to ensure that these clients have the proper safeguards in place – such as insurance, asset protection, and sophisticated cybersecurity defenses – to protect against financial calamity.
Other key areas of focus include philanthropic planning, legacy goals and estate planning, and coordinating various lifestyle services.