Our Services

Comprehensive wealth management solutions designed specifically for creators and influencers

Investment Management

Personalized investment strategies that align with your risk tolerance and financial goals, including traditional markets and creator-focused opportunities. We help you build a diversified portfolio across asset classes, including ESG and values-based investing options, cryptocurrency and digital asset allocation, with regular portfolio rebalancing and optimization.

Tax Optimization & Filing

Navigate complex tax situations with multi-platform income, business expenses, and creator-specific deductions to maximize your after-tax wealth. Our services include multi-state and international tax planning, creator expense optimization, quarterly estimated tax planning, and business structure recommendations.

Business Advisory Services

Strategic guidance for scaling your creator business, from incorporation to exit strategies, helping you build sustainable wealth beyond content creation. We provide business entity formation and optimization, revenue diversification strategies, contract and partnership guidance, and succession and exit planning.

Legal Advice

Protect your brand and assets with specialized legal services covering intellectual property, contracts, and creator-specific legal challenges. Our legal team handles intellectual property protection, brand and trademark registration, contract review and negotiation, and privacy and data protection guidance.

Co-Investment Opportunities

Access exclusive investment opportunities alongside other creators and industry leaders, from startups to real estate and alternative investments. We offer creator-focused startup investments, real estate syndications, private equity opportunities, and peer-to-peer investment networks.

Ready to Optimize Your Wealth?

Join our waitlist to be among the first to access these specialized services designed for the creator economy.