Specialized insight for race teams & racing individuals
Wealth management geared towards race teams and individual drivers must require a sophisticated and disciplined approach designed to help achieve your goals and aspirations in any market environment. We apply this principle in assisting racing-related families, racing organizations, and individual drivers with the management of substantial and complex portfolios. In the pursuit of securing your financial future, we coordinate and help simplify challenging issues, including oversight and reporting requirements, investment due diligence and risk assessment, providing select racing related organizations and individuals with a comprehensive range of custom services.
We act as your dedicated financial concierge, managing financial affairs across multiple platforms and professionals, designing carefully calibrated investment strategies and connecting you with opportunities and specialists, all while providing the utmost confidentiality and privacy.
Aside from assisting in managing and preserving wealth, we also strive to promote team unity. Our professionals pursue this through financial education offerings, family/organization governance structures and a transparent communication style.
With the constant support of our experienced advisors, we strive to give you the confidence that comes with a holistic approach to your family’s financial affairs. One that aligns with your values and your mission.
Services Include
- Custom Solutions for Racing Organizations and Individual Drivers
- Retirement Plans for Race Teams
- Family Governance
- Legacy Planning
- Wealth Transfer
- Trust Services
- Wealth & Investment Management
- Banking & Lending Solutions1
- Risk Management
