Business Management

Our Business Management practice is tailored to meet each of our client’s needs, bringing simplicity, financial controls, and structure to their lives and careers. Our experienced team understands the need to simplify the complex issues of high net worth individuals.

Thought Leadership
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Concierge-Style Services, Tailored Back Office, Outsourced CFO

We take pride in managing our clients’ financial matters efficiently and transparently so they can rest assured that their financial well-being is in the hands of trusted, licensed advisors backed by a reputation of serving high net worth individuals for more than 50 years.

Business Management – Personalized CFO Services

Sports Figures, Entertainment Artists, High Net Worth Individuals and Their Families, Family Businesses, Foundations

  • Back office
  • Bill payments
  • Financial controls
  • Accounting support
  • Tax planning and tax compliance
  • Outsourced CFO services
  • Financial advice
Joel Levy

Joel Levy

Partner, Los Angeles