Industry Specialties
Industry Specialties
The planning needs of a private equity principal look nothing like those of a professional athlete, and neither looks like those of a family office managing generational wealth. We specialize in working with individuals and families in industries where the financial landscape is complex, the stakes are high, and a generic approach simply doesn’t work.
Your industry shapes your wealth.
Your strategy should reflect that.
Sports & Entertainment
Family Offices
Private Equity and Hedge Funds
Law Firms
CPA Firms
RIAs
Broker-Dealers
Family Owned Businesses
Fortune 500
A Closer Look: Sports & Entertainment
Whether participating in a team sport, an individual sport, or working in entertainment, these careers come with unique financial pressures — concentrated earning windows, variable income streams, and exposures that most advisors aren’t equipped to address. A minor disability can become career-ending. A contract structure can create tax consequences that outlast the career itself.
We have substantial experience within the college, professional sports, and entertainment industries — not simply as risk advisors, but informed by our own team members who were successful professional athletes and entertainers themselves. We understand the highs and lows, the unique underwriting challenges, and the variety of income sources including contracts, signing bonuses, endorsements, and purse winnings.
Our solutions include:
- Accidental Death and Critical Injury
- Contract Guarantees and Future Contract Value Protection
- NIL (Name, Image, Likeness)
- Draft Protection and Loss of Value
- Death, Disgrace, and Disability
- Critical Asset Protection and Critical Illness
- Permanent Total Disablement and Temporary Total Disablement
- Event Cancellation and Prize Indemnity
- Kidnap and Ransom, Extortion and Detention
- Emergency Evacuations, Global Travel Risk, and Medical and Security Assistance
- Top Off Coverage and Worldwide Coverage