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Business Management Services

Our Approach

Our Business Management Team has more than 35 years of experience serving as a personal CFO and advisor to entertainment professionals and other high-net-worth individuals who have a desire to focus on their own profession and insist that their business matters receive the same level of attention and expertise. Our clients include:

  • Studio Executives
  • Writers
  • Producers
  • Directors
  • Actors
  • Musicians
  • Athletes

Our Partners

We assist our clients by supervising and managing their day-to-day financial affairs and business concerns, and we do so by working cooperatively with our clients’ other trusted providers including:

  • Agents
  • Attorneys
  • Auto Brokers
  • Contractors
  • Executive Directors
  • Insurance Agencies 
  • Investment Financial Advisors
  • Mortgage Brokers
  • Pension Administrators
  • Personal Managers
  • Project Managers
  • Real Estate Agents

Services

We offer sound planning and meaningful advice in all aspects of clients’ personal and business matters including:

  • Cash management and financial planning
  • Insurance coordination
  • Investment guidance
  • Tax, trust and estate planning
  • Tax preparation
  • Payroll management
  • Bookkeeping and check writing
  • Implementing retirement and pension plans
  • Real estate and large asset purchases

Experts

Practice Leaders

Ken Coelho

Partner


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