Services

Business Management

Our team allows very successful people to live the life they choose, by offering distinctly curated, first-class service, sound financial planning and meaningful advice.

Contact Us

Business Management Services

Our Approach

We work cooperatively with a range of service providers, and we assist our clients with the long-term preservation and growth of their net worth by supervising and managing their day-to-day financial affairs and business concerns.

We've Got You

Our Business Management team serves studio executives, writers, producers, directors, actors, musicians, athletes, high-net-worth individuals and others who have a desire to focus on their own passions and insist that their business matters receive the same level of attention and expertise.

Services

Our team has more than 35 years of experience serving as a personal CFO and advisor to entertainment professionals and other high-net-worth individuals.

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

Family Office Services

You and your family have accumulated significant wealth, but you’re wondering how you’ll be able to manage the resources and complexities involved in maintaining that wealth.

Find out if this is right for you

If you’re a current Business Management client, use one of the following links to access our client portal:

Datafaction Imaging Client Access

AgilLink Client Access

Partner-in-Charge

Jason has more than 20 years of experience providing business management/family office and public accounting services.

Los Angeles, CA

Partner

Craig specializes in business management, tax and financial planning.

New York, NY

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Stay in the Spotlight, Not in the Books: The Business Manager Advantage

Article

Stay in the Spotlight, Not in the Books: The Business Manager Advantage

When time is the ultimate luxury, a business manager can be life-changing.

September 16, 2024

Q&A for Influencers: How a Business Manager Helps You Thrive

Article

Q&A for Influencers: How a Business Manager Helps You Thrive

While you’re busy building an empire, who’s protecting your finances and your future?

September 05, 2024

Navigating Music Industry Trends and Challenges

Article

Turning Performance Into Profit: Navigating Today’s Music Industry Trends and Challenges

Protect yourself financially as an artist by harnessing trends like generative AI and superfans.

June 12, 2024

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Let's Talk

Get a personal consultation to explore how we can support your success and manage your daily business affairs.