Business Management
You dream it. We plan it.
Our clients aren’t one-size-fits-all. They’re individuals, families, and businesses that need tailored accounting, financial management, and bookkeeping solutions.
Our nationally recognized team works with high-net-worth clients, family offices, and companies across industries—from entertainment and fashion to tech and food.
We’ve supported world-touring artists with global finances, guided startups toward growth, and helped entertainment professionals manage and grow their wealth responsibly. Whatever your industry, we understand your goals and know how to get you there.
Financial & Lifestyle Planning
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:
- Expenses
- Insurance
- Automotive Agreements
- Real Estate Purchases
- Investment Opportunities
- Estate, Gift, and Trust Planning
- Monthly Payroll
- Succession Planning
- Charitable Planning
Bookkeeping
Agreed-upon procedures can address both financial and nonfinancial information and are tailored to meet the objectives of our clients. We conduct such engagements to complement financial statement audits or as stand-alone engagements.
Investment Administration
We also provide investment administration services, working closely with your advisors to ensure a clear, strategic financial overview.
Our team reviews investment reports, evaluates portfolio alignment with your goals, and identifies overlapping strategies that may reduce efficiency or increase risk.
Licensing & Royalties
Licensing assets like trademarks, copyrights, and proprietary processes has become a major revenue stream for many businesses.
Our dedicated Licensing & Royalties team provides expert support with due diligence, contract negotiation, royalty management, and audits of existing programs.
Administration for Patent Pools
We provide independent administration, management, and compliance services for patent pools.
Our team ensures efficiency and cost-effectiveness, handling anti-trust considerations, financial processes, royalty collection, and reporting for joint venture agreements.
