Through asset protection, philanthropic planning and business succession planning, Lacey Elizabeth and her team of specialists help mitigate potential risks and liabilities, help clients align their passion and purpose with charitable contributions and structures for maximum impact and tax benefit and entrepreneurs & business owners can ensure a smooth transition and continuity of business operations to heirs, partners and interested & involved parties.

Personalized wealth services involves a robust Alternative Investment platform with exclusive investment opportunities and access to private equity, venture capital, and other exclusive investment options as well as luxury asset management investments in art, real estate, and other luxury assets.

Athletes, coaches and entertainers have complex needs that often involve working in various states and countries which require tax strategies and unique solutions for their active contract years and beyond. We work with players, coaches and agents in NBA, NBL, NHL, MLB, NCAA to manage salary cash-flow, intra-career financial planning, career financial planning, navigating benefit plans, asset & creditor protection, pre & post nuptial agreements, divorce counseling, deal flow evaluation and contract lending.

The needs of an athlete & coach shift following their active years and we play an active role in post- career transition planning, post-career financial planning, strategies to manage finances after retirement from sports, brand management, building and maintaining a personal brand, endorsement and sponsorship negotiations, and maximizing income from endorsements and sponsorships.