New wealth planning
Manage new wealth
Keeping on top of your finances and perhaps your newfound
You need to be able to focus on what’s important while protecting your newfound wealth and keeping your finances accessible for when you need them.
We have a long history of working with professionals who often receive large cash influxes, such as pro athletes and entertainers. We can work with you and your other trusted advisors to help you set and reach your financial goals – whether you’d like to protect your wealth, invest it or support a hometown charity.
From there, we develop a comprehensive long-term plan for your wealth, and implement the banking, investment, tax and estate planning solutions that help ensure the wealth you’re earning today is there to support you in the future – so you can focus on your game.