Private Wealth & Family Office Services
For Professional Athletes
From signing bonus
to retirement contract,
we've sat where you're sitting.
Here's how we help.
Private Wealth Services
For Professional Athletes
01 / 06
Income Planning
Your income won't look like this forever. We help you turn a short earnings window into lifetime financial freedom.
Signing bonus deployment strategy
Cash flow planning across the season and off season
Lifestyle budgeting that scales with your contract
Family financial support and gifting framework
Bill pay and household cash management
02 / 06
Tax Planning
Taxes will be the largest expense of your career. Most athletes overpay because no one is planning ahead—we are.
Multi-state and jock tax strategy
Residency planning (the mistake that costs six figures)
Signing bonus and contract structuring
Deferred compensation strategy
Charitable giving and timing
03 / 06
Risk Management
One injury, one lawsuit, one accident can undo everything. We make sure you're protected so that doesn't happen.
Disability insurance review and structuring
Life insurance for income replacement
Umbrella and personal liability coverage
League benefits coordination and optimization
Privacy, identity, and asset protection
04 / 06
Estate Planning
You earned it fast. We make sure it lasts — and that the people you love are protected, no matter what.
Trust design and wealth transfer strategy
Generational planning for kids and family
Beneficiary and asset titling review
Philanthropy and charitable structures
Coordination with estate attorneys
05 / 06
Investment Management
Your portfolio should match your career, not Wall Street's defaults. We build it that way.
Public market portfolio management
Private investments and venture capital access
Real estate strategy and acquisition support
Alternative investments and direct deals
Tax-aware portfolio construction
06 / 06
Family Office
The work that doesn't fit in a box. Coordinated by us, executed seamlessly for your family.
Agent, CPA, and attorney integration
Career transition and post-playing planning
Business and brand venture oversight
Concierge support for the day-to-day
Annual financial leadership for your family
Find out where your financial plan has gaps. In just 2 minutes
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