OUR SERVICES

Our structure allows us to be able to provide the most advanced tax planning and advice while also having a broad level of expertise that encompasses all levels of planning. The key to our success is our “hyper-reactivity” to the needs and requests of the clients so that they feel comfortable contacting us for anything that in any way affects them financially, regardless of the nature of the request. This model builds a level of trust with Pro Athlete and Executive Consulting that is stronger than that of any other professional or even family member which leads to a lifelong relationship that allows us to be relevant in their lives for years after their playing or working days have ended.

The core services that we would provide through our team would be CFO Services (Creating Family Office Structure, Financial Organization, Life Management Services) and Advanced Tax Planning and Preparation.

TAX PLANNING & PREPARATION

PRIVATE CFO SERVICES

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