Our team is equipped to keep payments on-time and organized for all of your personal and household expenses, freeing you from hassle and due dates. We assist with both one-time and recurring payments, keeping you informed every step of the way.

We work with you side-by-side to craft a comprehensive budget analysis, taking projected income and expenses into account, to ensure that short and long-term goals can be met. As your financial circumstances change, we continually update the budget analysis to ensure that we and you have a clear understanding of your financial resources and needs.

Charitable giving can change lives and uplift communities, and doing so through the right structures and channels can benefit you and your family as well, allowing you to create even more positive impact. Together, we can identify your philanthropic values and goals, create a charitable giving plan, and discover options for ongoing or future giving, including foundations, donor-advised funds, and other avenues for sharing your wealth.

The broad umbrella of our concierge services ensures our team will support both you and your family with day-to-day needs including travel planning, relocation assistance, and general assistance on a variety of matters.

Thorough estate planning is central to establishing lasting generational wealth, protecting your loved ones and assets, and ensuring that your personal and financial directives are carried out if you are ever unable to. We have established relationships and work closely with respected estate planning professionals who can assist in all future planning needs, such as wills, trusts, and advanced directives.

We help NCAA and emerging professional athletes manage the financial side of NIL opportunities with clarity and care. Backed by years of experience supporting elite athletes, our team understands how to structure and protect new income streams from day one. From opening dedicated bank accounts to setting up LLCs for tax efficiency, we make sure NIL income is organized, tracked, and aligned with your long-term financial goals—turning short-term deals into a solid foundation for the future.

With strategic alliances in banking, we can connect you with tailored private banking and lending services, such as checking and savings accounts, credit cards, personal lines of credit, auto loans, and mortgages.

Real estate can be a critical component of your overall wealth, and ProAthlete can help you manage a comprehensive range of transactions. We work closely with professionals in all areas of real estate transactions to support clients’ purchases and sales, simplifying the process from start to finish.

Comprehensive insurance coverage allows you to reduce the risk of the unexpected. We work together with leading insurance providers to review quotes and options, and implement coverage for disability and life insurance, as well as coverage for your homes, cars, and other valuables.

ProAthlete works together with specialized accounting firms who are familiar with the intricacies of athletes’ often-complex, domestic and international income tax situations to handle your personal tax planning and preparations. Many of our clients have additional sources of revenue, such as endorsements, and may benefit from tax efficient corporate structures. ProAthlete coordinates with accountants to assess and assist you with implementing the most suitable and tax-efficient solutions for both primary and ancillary income sources, along with all necessary tax filings.