Sports & Entertainment Management

Cascade offers one of the only dedicated practices for the Sports and Entertainment (S&E) industries in the Rocky Mountain Region. We have worked with clients in the following industries:

• Professional sports athletes
• Artists
• Actors
• Recording artists
• Entertainers
• Entertainment industry professionals

Structuring a lifetime wealth management program based upon an S&E career presents a unique challenge. S&E clients need to create a strategy for strong income years that will translate into a financially sustainable future. Investment issues may include the following:

• Investment strategy for tax advantages in different work/income cycles.
• Optimize state-specific, fixed income to harness tax-exempt bond income when a client moves geographically.
• Create private retirement plans for deferral of substantial assets while getting an income deduction.
• Understand Union, League, or Industry pension requirements for retirement planning.
• Assist client or other advisors on outside assets or investments.
• Create a plan with a detailed timeline and financial projections.
• Anticipate inflows of cash and coordinate the investment portfolio with salary contracts, royalty expectations, and bonuses.

Cascade understands that communication is crucial when advising public figures. Because of the amplified profile of the client, increased investment exposure can lead to speculative and uniformed business ventures. We help our clients determine legitimate investment opportunities and also structure investment considerations to support asset protection.