Wealth Management
Wealth management is a comprehensive service that oversees an individual's or family's assets, investments, and financial planning needs. This includes key aspects such as investment management, tax planning, estate planning, retirement planning, and risk management.
At SFOsports, our wealth managers provide professional athletes with personalized strategies designed to achieve their financial goals, maximize returns, minimize taxes, and protect their assets. By integrating these services, we ensure that athletes can focus on their careers while we manage the complexities of their financial affairs.
Private Wealth Management
Achieve your financial goals and build legacy through unbiased research & advice. Aligned interests and accountability ensure our clients always understand what we're doing for them and why.
Your Investment Plan
For hard-working athletes who reach the pinnacle of success, navigating new financial opportunities can be daunting. SFOsports, as a Multi-Family-Office and experienced Wealth Consultant who specializes in helping athletes tackle an increasingly complex world, we’ll help ensure your money is working for you during and after your current professional career.
We identify with you near- and long-term goals, create a customized strategy, implement solutions, and constantly monitor progress. Our dedicated team works with you to build a financial plan that captures your goals and the levels of risk you are prepared to take.
​
-
Equities
-
Fixed Income
-
Hedging Strategies
-
Managed Real Estate
-
Private Equity & Venture
Alternative Investments
We go beyond traditional financial management. As an independent family office, we not only advise on our clients’ investment portfolios but also present distinctive opportunities and provide objective advice broader than what traditional banking and brokerage firms can provide.
