Your elite talent and years of hard work have paid off.
You’ve made it in the entertainment industry. Whether you’re a performer, producer, manager or executive, you’re thriving in one of the most competitive and lucrative arenas in American life.
However, yours is also an industry rife with financial failure. Whether from mismanagement, fraud or simple lack of knowledge and planning, the cautionary tales of fortunes and futures lost are all too common.
Making sure you don’t become such a tale is why Verdence Pro is here. We specialize in helping entertainers make the most of their hard-earned success. Unlike opportunists who use entertainers for their own gain, we are a fiduciary. We are legally obligated to work only for your best interest.
We sit alongside you to help you:
Accelerate your financial education so you understand your entire financial picture and have the knowledge and confidence to make the most of your condensed earnings window.
Understand that you must not aim too low and settle for merely not losing money, which could have you squandering your assets and coming up short.
Design a detailed, customized, comprehensive strategy that seeks to attain the lifelong financial freedom your contracts can make possible.
68
Percent
of Americans do not have a will or another type of estate planning document in place.
Source: 2020; caring.com; “Estate Planning and Wills Study”
Our Expertise
Sophisticated Financial Counseling
Understanding that your money is much more than dollars and cents. We guide you through the sensitive, personal and emotional aspects of finance to build a healthy relationship with your money, your needs and your loved ones.
Investment Management
Custom-tailored and delivered by your personal team of experts. Active planning that encompasses the unique and ever-changing needs of each individual client.
Life Skills & Economic Education
Starts with the basics and builds to the advanced. Topics range from second career preparation, conflict resolution and risk assessment, to media skills and travel prep.
Multifamily Office Services
Client-specific services for your entire family landscape. Managing all private amenities from tax, legal, insurance and bookkeeping, to philanthropy, private aviation and travel, personal shopping, and security.
Financial Health Assessment
Like your physical health—“an ounce of prevention”—, your long-term financial health needs expert regular checkups and time-to-time adjustments now to avoid consequences later.
Private and Alternative Investment Screening
Thorough appraisal and investigation of care necessary to determine whether to invest in private opportunities. Otherwise known as due diligence.
Budget and Cash Flow Design
Scenarios to help you make decisions on what you have and what you want. Creating visuals– charts and infographics—and real time comparisons show a clear path for your finances. Spend your money the right way for you.
Financial Team Coordination
We oversee the big picture and prioritize protecting your best interests. We head all the elements of your financial life, including outside service professionals, like lawyers, accountants, insurance agents and other advisors.
Detailed Performance Reporting
Up-to-the-minute transparent data at your fingertips. Empowering you to see exactly where you are and the progress you’ve made.
Philanthropic Strategies
You know the impact you want to make. We can help you do it in the most effective way. Whether it’s gifting directly, public or private foundation, charitable trusts, or simply giving your time through community outreach.
Career Path Analysis
Short- and long-term career goals, running best- and worst-case scenarios, answering the important questions “What’s next?” “What if the unexpected happens?” “When can I retire?”
Retirement and Estate Planning
You’ve earned it, we help outline a plan which seeks to make it last for you, your family and generations beyond.
Ready when you are.
If you’d like to talk or just need a second opinion, we’re here. Rest assured: we respect the sensitivity of your private information. In fact, we don’t keep your email unless you ask us to.
