COMPANY MANAGEMENT
Learn about how we can Help you?
Our business managers collaborate with family offices, high net worth individuals, and organizations in almost every sector. Our knowledgeable staff of "straight-shooters" knows your business inside and out, from entertainment and fashion to food and beverage to technology, and they are prepared to help you reach your objectives.
WE ASSIST OUR CLIENTS IN LIVING THE LIVES THEY WANT
LIFESTYLE AND FINANCIAL PLANNING
Your lifestyle is the exclusive focus of financial and lifestyle planning. We collaborate with you to determine your immediate and long-term objectives before creating a unique plan of action to get you there. These tactics can deal with
- Expenses
- Insurance
- Automotive Agreements
- Real Estate Purchases
- Investment Opportunities
- Estate, Gift, and Trust Planning
- Monthly Payroll
- Succession Planning
- Charitable Planning
TAX & BOOKKEEPING
Our business managers provide a wide range of tax and bookkeeping services that cater to the individual financial, lifestyle, and/or professional concerns of each client. These services may include, but are not limited to, tracking monthly cash flow, managing contractual and financial arrangements, ensuring IRS compliance, and creating forward-thinking tax strategies.
INVESTMENT ADMINISTRATION
Acting in a coordinating capacity, we also offer investment administration services. Our business managers work closely with your investment professionals to provide a high-level perspective.
LICENSING & ROYALTIES
For many businesses, licensing of assets including trademarks, secret techniques, copyrights, and other intellectual property has taken the place of sales from other sources. Our specialist licensing and royalties team can provide you with guidance on due diligence, contract negotiations, and royalty management. They can also carry out royalty audits on current programs.
PROJECT PROPOSALS
A funding proposal is a request for money to complete a project. Such projects are usually humanitarian or community-minded in nature. A well formulated proposal will tell a potential donor every necessary detail about the proposed project, ranging from a general overview, to the exact budget and long-term prognosis.
BUSINESS MODELS
A business model describes how an organization creates, delivers, and captures value, in economic, social, cultural or other contexts. The process of business model construction and modification is also called business model innovation and forms a part of business strategy
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