Money Tree is the perfect place for shadeand that's just how I feel.
~ Kendrick Lamar
Personal CFO
We see your late nights, time away from family and friends, and constant demands on your time. We know the sacrifices and uncertainties you face every day. You are among the best, and you expect the best.
We’ll see your expectations, and raise you a commitment – a promise to be the ‘quarterback’ for your business, to connect disparate sources, and help your team of advisors and employees work like one. We will work with your existing systems, or work you into ours to hit the ground running without delay.
CFO
Personal Services- Preserving your capital and building your wealth
- Reconciliation of investment statements
- Comprehensive monthly, quarterly and annual reporting of all estate activity
- Charitable planning and private foundation review
- Funding education
- * in coordination with Tax and Financial Planers
Touring Support
Business Management- Tour Pre-production and planning
- Tour budgets and forecasts
- Cash management and remote float reconciliation
- Collection and accounting of all revenue earned
- Payment of all bills associated with a tour
- Vendor, Venue & Show settlements
- Box Office, Vendor and Cashless Systems settlements
- Venue settlements and reconciliations
- Tour Payroll and Reports
Family office
Management- Management of domestic staff, contractors and vendors
- Household staff payroll
- Risk Management
- Personal and professional insurance planning and oversight
- Non-appearance coverage
- * in coordination with Insurance professionals
It's important to know that words don't move mountains.Work, exacting work moves mountains.
~ Danilo Dolci