Sports & Entertainment
Athletes and Entertainers
To serve the unique and evolving needs of athletes as they navigate the next phases of their scholastic and professional pursuits – in sports, business, and life.
Tailored Solutions
Wealth Planning
Pre- and post-contract signing wealth planning.
Investment Management
Asset allocation in our models and unique alternative investment opportunities for sports enthusiasts.
Estate Consulting
Estate planning for athletes and their families as they gain wealth.
Tax Consulting
Comprehensive tax planning tailored for athlete income and trustee relationships.
Insurance
Life and disability policies specifically designed for athletes.
Athlete Representation
Partnerships with trusted agents and legal professionals to advise on contracts, licensing deals, and more.
Financial Education
Education on stock market basics, financial planning, asset allocation, and life skills regarding wealth.
Asset Protection
Trust services and family planning around marriage, children, and divorce.
Legacy Planning
Helping establish philanthropic giving and community impact, including namesake and sponsorships.
NIL Support
Education and guidance around legal contracts, negotiations, guaranteed, recurring, and more.
Sports & Entertainment Team
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
- NCAA Division I soccer at University of California, Santa Barbara
- Over 20 years of industry experience
Mike Shotton
Sr. Vice President, Wealth Advisor
- Baseball at Stanford University
- 20 years of industry experience
