Singer Burke works selectively with a limited number of businesses and families whose complex situations demand specialized knowledge and resources.
As a highly successful individual, you need a top-notch team to manage your wealth and help you respond to an ever-changing landscape of risks and opportunities.
We look at your business and personal finances as an integrated whole, identifying strategies that will help protect what’s important to you, make the most of what you’ve earned and position you to achieve lasting goals, such as establishing a charitable foundation, buying or selling a business, or monetizing your intellectual or creative properties.
You’ll work closely with your dedicated family office professionals, who are fully committed to meeting your day-to-day needs. In addition, you’ll enjoy the support of our cohesive team of tax, investment, business management and wealth management professionals who have a history of working with top professionals in the legal, insurance, consulting and talent management industries. All have deep knowledge in addressing the concerns of highly successful creative professionals and their families.
When you decide to work with our team, we become your true partner, serving as a centralized office that manages all your financial interests. We offer a coordinated, personalized solution that empowers you to continue to live well and succeed both professionally and personally.
Additional services for individuals or families at this stage might include:
Comprehensive Financial Management
- Strategic financial planning
- Wealth protection and risk mitigation strategies
- Legacy planning and wealth transfer/gifting
- Philanthropy and foundations
- Consulting on purchase and acquisition of major assets
- Analysis of major business transactions
Business Management
- Domestic/household employee payroll
- Intellectual property management (participations, residuals, sale/monetization)
- Technology consulting and troubleshooting
- Concierge services
Investment Management
- Real estate investment
- Access to restricted and/or exclusive wealth enhancement strategies
