Professional Athletes

We have the experience in handling the unique financial needs and challenges of professional athletes, such as managing large signing bonuses, navigating complex endorsement deals, and planning for retirement at a relatively young age.

We offer a personalized touch, which can be valuable to athletes who may have unique financial goals and preferences. We take the time to understand an athlete’s goals and tailor an investment strategy that aligns with their objectives and risk tolerance.

Many professional athletes have complex financial structures, such as trusts, LLCs, and offshore accounts. We specialize in working with athletes to help navigate these structures and ensure that they are being managed in the most tax-efficient and effective manner.

By working with us, athletes can feel confident that their financial needs are being met and that they are receiving a high level of personalized service and attention.