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Professional Athletes

Comprehensive wealth planning, risk
management, and investments tailored to
your risk profile and goals.

How we can help.

We help professional athletes by taking an approach to their finances that extend
from draft day to retirement and beyond.

 

Professional athletes have very unique financial needs. Planning for long-term needs is an especially important step.

Our specialized services help professional athletes address a variety of financial planning decisions, including budgeting, asset allocation, retirement planning, estate planning, and consulting on post-career business interests.

 

Account Aggregation 2

Account
Aggregation

Secure online portal to enables clients to view their aggregated investment accounts and overall financial plan in one easy to use site.
Cash Flow 2

Cash Flow
Planning

Modeling and analysis of income, expenses, and strategies to understand the financial impact on long-term financial goals.
Charitable Gift Planning (Solid)

Charitable Gift
Planning

Advice and strategies to help clients better accomplish their charitable and philanthropic intentions.
Education, Estate, and Legacy planning (Solid)

Education, Estate, &
Legacy Planning

Oversight and alignment of estate and education planning documentation with a client’s long-term goals to protect and preserve substantial assets.
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Family Governance
Planning

Family investment and multi-generation strategies including education, distribution planning, and long-term trustee solutions.
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Family Philanthropic
Planning

Consultation on entity selection, governance, active/passive giving, and strategic prioritization.
Insurance 2

Insurance
Planning

Coordinate liquidity needs with business and estate objectives through portfolio architecture, acquisition, ongoing reviews, and aggregate reporting.
Performance Reporting (Solid)

Performance
Reporting

Quarterly assessment of investment manager and portfolio returns and risk relative to peer groups and indexes.
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Portfolio Construction &
Management

Development and ongoing oversight of an investment strategy designed to achieve a client’s goals and objectives.
Retirement 3

Retirement
Planning

Financial advice and investment strategies designed to help clients achieve their post-career income and lifestyle objectives.
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Risk
Management

Often used in place of or alongside insurance planning, risk management covers areas such as liability planning, income tax nexus, and unexpected events.
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Tax
Consultation

Tax compliance and consulting for individuals, trusts, estates, flow-through entities, and closely held entities.