We know the details always matter

Like the creative professionals and entertainment executives we serve, we understand that the whole depends on the success and cooperation of all the parts. And also like our clients – including directors, producers, showrunners and executives – we know how important it is to manage the realities of production while pursuing an outcome worthy of passion. That’s why we take a holistic approach to wealth planning, ensuring that each piece of our clients’ financial and investment strategies is unified in pursuit of their well-defined goals.

On account of our extensive experience in the creative economy and its financial landscape, we have a deep understanding of the nuances of income and risk that creative professionals must tend to while pursuing their long-term goals. We are also comfortable and experienced working alongside our clients’ other representatives, including their business managers, accountants and attorneys.

Our collaborative process

We’ll help unify your team and your financial strategies with your goals.

We work with our clients to help them use their success to create independent income streams in line with their closely held values, practicing conscientious capitalism rooted in pragmatism and prudent strategy. In addition to that, we can guide our clients in their philanthropic endeavors, using financial instruments and giving strategies in line with their goals and long-term financial strategies.

Many of our clients also seek new opportunities to support bold ideas or to create them themselves. In addition to helping maintain their personal financial strategy, we work with them in their entrepreneurial pursuits with commercial advising services and close collaboration with investment bankers and lenders.

Banking and lending solutions provided by Raymond James Bank. Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.