We have Valuable Experience
This exceptional college point guard achieved stardom and landed an impressive NBA contract.
His initial aspirations encompassed purchasing a home, offering financial assistance to his family and establishing a charitable foundation to give back to causes dear to his heart.
Aware of the importance of responsible financial management, he sought a trusted advisor to carefully allocate resources among his personal goals and family support, ensuring he wouldn’t overpromise beyond his means.
Furthermore, he aimed to maintain the longevity of his wealth and secure a lasting affluent status through prudent investments and controlled expenditure.
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Professional Adviser Team
The young graduate had yet to assemble a professional adviser team upon completing college. Our assistance came in guiding him through the process of interviewing and handpicking a group of experts well-versed in catering to the unique planning requirements of athletes. To foster seamless collaboration, we organized annual meetings to bring all advisers together. This inclusive gathering encompasses tax specialists and estate experts, providing valuable insights into the implications of having income in the different states he played in.
We provide online reporting systems allowing consolidated reporting across all holdings including the tracking of private investments and cash flows, with access to reports available on our private client portal 24/7.
Financial Data Aggregation
We serve as the middleman, we efficiently track and collect tax statements (1099s, K-1s) for all investments, and then directly deliver them to the family’s accountant. This streamlined process results in significant time and cost savings.
Access to Deal Flow
Our connection to the family office space allowed us to bring unique private investments to the family in areas including direct deals in private credit, venture capital and real estate.
Expertise in Hard Assets
We helped secure the storage of physical gold and silver in Brinks-equivalent vaults in both the US, Zurich, and Singapore. This ensures their metals are held securely outside of the banking system.
Lines of Credit
Leveraging our extensive connections, we facilitated the negotiation of favorable lines of credit, providing him with a valuable fallback option and an additional source of financing readily available when needed.
Prioritizing his protection against potential liabilities, we advised a comprehensive review that encompassed various aspects, including injury, disability, and life-threatening scenarios. Additionally, we extended the assessment to cover assets like boats, yachts, motorcycles, and private jets, ensuring a well-rounded safeguarding approach.
With the aim of contributing to his chosen charitable causes, we established a foundation bearing his family name. This foundation serves to make significant charitable donations to the key organizations close to his heart.
Being a young professional, he expressed a strong desire for continuous education concerning the responsible management of his wealth and financial objectives.