What is a Multi-Family Office?
As a multi-family office, TEAM Private Wealth Management provides a wide range of services to manage all things related to an NFL or college football player's money. We start by educating our players while offering the same services as a business manager and a financial advisor for NFL and college football players in one place. Thereby, simplifying their lives and saving them time and money along the way.
Wealth Coaching
Education
Money Basics
Taxes
Spending vs. Saving
How to Make an Impact
Tools
Budgeting Tools
1st Contract Savings Strategy
Tax Strategies
Resources
One on One Coaching
Small Group Sessions
Mentors and Partners to Assist with Life and Business Coaching
Wealth Management
Investment Management
Customized Investment Strategy
Public & Private Investments
Tax Optimized Portfolio Management
Retirement Planning
Maximization of NFL Retirement Plan Options
Design Retirement Strategies for Endorsement Income
Tax Planning
Residency & State Income Tax Planning Strategies
Endorsement Income Tax Planning
Tax Return Coordination*
Charitable & Legacy Planning
Creation, Implementation & Administration of
Charitable entities
Facilitation of Family Conversations & Education
Estate Planning
Review of Wills & Trusts
Planning & Implementation of Strategies to Maximize a Family's Financial Legacy
Banking Advice
Account Opening & Management
Lending Advice & Management
Insurance Planning
Disability & Non-Appearance Insurance Strategies
Review & Management of all
health, life, liability, property and casualty policies
Business Management
Cash Flow
Budgeting
Bill Payment
Reporting & Review
Personal Employees
Staff Management
Payroll
Benefits & Insurance
Asset Administration
Asset Purchase Assistance
(Cars, Homes, Boats, etc.)
Asset Insurance Review & Management
Review of Purchase Agreements & Related Contracts
