Leaders in entertainment, sports and business turn to us for exceptional support

We began more than forty years ago with the idea that careers in Hollywood came with unique financial complexities. The concierge services we developed were designed to help them enjoy their incredible success. Today, we are still trusted partners for actors, producers, writers and directors, but we’re also the financial concierge for professional athletes, innovators, and entrepreneurs.

CFO and Family Office Services

We do it all — accounting, billpay and bookkeeping services, cashflow analysis, budgeting and forecasting. We even tackle HR and payroll management, as well as financial analysis and reporting.

Financial + Estate Planning

We want to ensure you’re always able to enjoy a comfortable lifestyle, doing the things you love the most. We help you plan for lifetime goal setting, estate and gift planning, insurance risk management, and investment consultation.

Tax Services

Strategic tax planning is critically important if you want to hold on to as much of your earnings as possible. We handle tax preparation and projections for federal, state, and local returns. And if it’s ever needed, we represent you for audits.