Who We Are
With more than three decades in the industry and a 25-plus-year partnership, our team offers a well-rounded, seamless experience that allows our clients to focus on enjoying life. We work closely together to provide highly attentive service, and we leverage our unique experiences and expertise to deliver exceptionally thorough planning strategies for professionals in the entertainment industry.
Our Custodial Provider
To best serve you, we’ve chosen Goldman Sachs Custody Solutions as the custodian to safeguard our clients’ assets. Through this relationship, our clients have the backing of one of the world’s strongest and most trusted financial institutions.
Goldman Sachs Custody Solutions offers clients of independent advisors access to institutional-grade solutions and custody services. We transform the client experience with an intuitive, digital-forward platform to enhance your advisor’s transparency. Our modern, nimble, and ever-evolving open architecture network connects advisors to best-in-class services and tools. More than just a custodian, we are a gateway to the institutional power of Goldman Sachs.