OUR APPROACH
Bryce wanted to make sure he was creating generational wealth with this contract. Moment took a look at Bryce’s tax returns, estate planning documents, current insurance coverages, and investment portfolio. While adequate at the time, Bryce was preparing to enter another level of wealth.
Each element of Bryce’s current strategy and team needed to be evaluated. Working together with Bryce’s CPA, Estate Planning Attorney, and Insurance Agent a plan was built to account for the next chapter of his career.
Pro Athlete
Case Study 03
Bryce | Multi-Million Dollar Free Agent Deal
THE
CHALLENGE
Bryce was an elite athlete at the top of his game. The years of work led to an opportunity to sign a free agent deal. Bryce had concerns about his current situation and wanted to make sure he was “doing it right.”
THE
RESULTS
When Bryce hired Moment, his focus was on ensuring that he was able to create generational wealth with his next contract. He also wanted to make sure that he understood the decisions that were being made. Moment built out a plan that brought together his entire team of professionals.
Today, Bryce can focus his full attention on his craft. He knows that his financial team is all working together for his best interest.
His family has confidence knowing that they have one point person for their entire financial life.
Each year Moment meets with Bryce and his family several times to ensure that his years of hard work are reflected in his family’s financial life. Moment makes sure everyone is up to date on any tax or estate law changes and those strategies are communicated to Bryce.
THE
PLAN
Developed an insurance strategy to protect Bryce from liability and protect his assets.
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Coordinated and implemented an estate plan that reflected Bryce’s long-term goals.
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Gifted money out of Bryce’s estate to reduce his lifetime tax bill.
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Built an investment portfolio that could withstand generations.
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Educated Bryce and his family on building multi-generational wealth.
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Ensured all members of his team were accountable for achieving results.
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STAY CONNECTED
Become a part of the Moment community and join us in building enduring wealth and a legacy of impact.
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CONTACT US
MOMENT PRIVATE WEALTH
2 Cityplace Drive
2nd Floor
St. Louis, MO 63141
(314) 597-8350
STAY CONNECTED
Become a part of the Moment community and join us in building enduring wealth and a legacy of impact.
STAY CONNECTED
Become a part of the Moment community for and join us in building enduring wealth and a legacy of impact.
© MOMENT PRIVATE WEALTH, LLC
Menu
Home
CONTACT US
MOMENT PRIVATE WEALTH
2 Cityplace Drive
2nd Floor
St. Louis, MO 63141
(314) 597-8350
STAY CONNECTED
Become a part of the Moment community and join us in building enduring wealth and a legacy of impact.