Business Management

At SingerLewak, our Business Management practice is tailored to meet each of our client's needs bringing simplicity, financial controls and stability to their lives. Our experienced team understands the need to simplify the complex issues of high net worth individuals. We have extensive experience providing business and wealth management services to high net worth individuals, their families and family businesses. Our clients include business and entertainment executives, entrepreneurs, performance artists, sports figures, trust fund beneficiaries and other affluent individuals. We use state-of-the-art, highly encrypted software, enabling clients to access and sign their financial information electronically. The service we deliver allows our clients to live their lives secure in the knowledge that the complex details are in the hands of trusted advisors.

Recurring business management
Family and estate
Personal financial consulting
Business financial consulting
Advisor liaison

Recurring Services to manage and oversee all financial and business matters for individuals, loan-out companies, production companies, family businesses, foundations, trusts and estates:

Income collection
Bill review and check preparation
Check signing (with dual controls)
Bank and investment reconciliations
Monthly cash flow reports and pro forma
Monthly financial statements
Budget preparation or analysis
Coding of income and expenditures
Payroll processing and tax reporting
Loan negotiation
Insurance
Project cost accounting

Family and estate services
Asset allocation and reporting
Estate planning and gifting
Trust accounting and reporting
Divorce
Personal financial consulting
Financial review and planning
Home construction
Business financial consulting
Business plans
Corporate compliance
Advisor liaison