Business Management

You dream it. We plan it.

People who call on us for business management services are not a one-size-fits-all type of client. These are the individuals, businesses, and organizations that require a unique and custom approach to their accounting, financial management, and bookkeeping.

Our nationally-recognized business managers work with high-net-worth individuals, family offices, and businesses from nearly every industry. From entertainment and fashion to food and beverage and technology, our expert team of “straight-shooters” understands your industry and is ready to guide you to your goals.

We have gone on tour with chart-topping musicians – supporting their success by monitoring global receipts, negotiating with local tax authorities in foreign countries, and adjusting tour operations and budgets to stay on track.

We have been on the ground floor of countless startups – helping to keep the books compliant, streamlining the operations, and preparing companies for growth. We advise these clients on entity type and finance function; we offer comprehensive bookkeeping services and can serve as an external CFO.

We’ve even walked the red carpet with actors, producers, directors, writers, and other entertainment industry professionals; we help these clients “live their best life” with financial responsibility – planning, budgeting, forecasting, assisting with contract negotiations, and developing their brand.

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Years of Experience

Financial & Lifestyle Planning is about just that – your lifestyle. We work with you to establish your short- and long-term goals and then map out a customized strategy to get you there. These strategies can cover:

Insurance , Automotive , Investment Opportunities, Estate, Gift, and Trust Planning, Real Estate Purchases


Acting in a coordinating capacity, we also offer investment administration services. Our business managers work closely with your investment professionals to provide a high-level perspective.

These services include reviewing monthly investment reports, determining if current allocations meet expressed investment goals, and identifying possible duplicative strategies that create inefficiencies and potential additional risk.


The licensing of assets, such as trademarks, proprietary processes, copyrights, and other intellectual property, have become a dominant source of revenue for many businesses. We have a dedicated Licensing & Royalties team that can advise you on due diligence, contract negotiations, and royalty management, as well as perform royalty audits on existing programs.


We offer independent pool administration, management, and compliance services to patent pools. Our team supports the patent 

pool’s goals of efficiency and cost effectiveness; we address concerns about anti-trust issues, establish key financial relationships and procedures, collect royalties, and manage royalty reporting for these joint venture agreements.

No matter which combination of services make up your business management engagement – know that we are listening. We will work to fully understand your goals and will ensure that those goals are kept in the strictest of confidence. When you are free to share your life with us, we are more equipped to advise you effectively.

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