Concierge financial & tax advisory built for elite athletes.
Strategic financial guidance for draft-eligible and professional athletes, their families, and the agents, attorneys, and advisors who support them — delivered with the discretion and responsiveness elite careers require.
Concierge Athlete Advisory
A proactive, year-round advisory relationship designed for the realities of elite athletics — from recruiting exposure and the draft to professional careers and the transitions that follow.
- Proactive, year-round advisory relationship
- Draft-preparation financial planning
- Contract and compensation decision support
- Cash flow management and modeling
- Long-term financial stability strategy
- Athlete and family planning across career stages
Draft-eligible athletes, minor league and professional athletes, established veterans, and their families.
The Financial Command Center
A centralized advisory experience combining strategic tax expertise, advanced technology, real-time financial modeling, and concierge support — so clients make informed decisions with clarity and confidence.
- Strategic tax expertise
- Real-time financial modeling
- Advanced technology integration
- Concierge client support
- Ongoing strategic collaboration
Athletes and families who want a single, trusted financial command center instead of a fragmented set of providers.
Tax Preparation & Multi-State Planning
Accurate, well-organized federal and multi-state tax preparation, paired with year-round planning that anticipates the unique tax exposure of elite athlete careers.
- Federal and multi-state tax returns
- Multi-state athlete tax exposure planning
- Quarterly estimated tax planning
- Entity selection and business structuring
- Equity, bonus, and compensation strategy
- IRS and state notice resolution
Athletes navigating multi-state income, signing bonuses, contracts, equity compensation, and growing financial complexity.
Agent, Attorney & Advisor Coordination
We coordinate quietly and respectfully with the professionals already supporting the athlete — strengthening representation without disrupting it.
- Coordination with agents and representation
- Coordination with attorneys on contracts and entities
- Coordination with financial professionals supporting the athlete
- Family advisor alignment and communication
- Trusted, discreet communication across the team
Agents, attorneys, family offices, and financial professionals partnering on behalf of elite athletes.
Built for elite athletes and their inner circle.
Highly ranked draft-eligible athletes, minor league athletes, professional athletes, established veterans, athlete families, agents, coaches, attorneys, teams and franchises, and financial professionals supporting athletes.
Explore who we serve