With our help, clients can confidently devote more time to family and concentrate on their careers.Those in the arts, sports and entertainment fields possess an intense focus and drive, both of which are requisite to enjoying success and career longevity … but which are also likely to leave scant time to manage personal and family finances.This is precisely the reason so many entertainers, writers, artists and athletes choose to delegate their financial affairs to us. From personal financial planning and bill paying to insurance, estate and family governance, we help our clients prepare for the future while fulfilling immediate and long-term lifestyle objectives.Our Family Office Services specialists deliver expertise and service customized to address the unique objectives of those in the entertainment and sports communities.Our clients include:MusiciansActorsAthletesWritersModelsEntertainment executivesTo assist clients in managing their financial lives and protecting their families’ futures, we serve as trusted advisors. Not only do we combine our own proven skill, insight and experience, we assemble customized teams to provide specific, in-depth expertise as needed – from tax planning, estate and trust services to intellectual property protection and royalty reviews.What’s more, we establish and maintain synergistic relationships with key members of our clients’ business team, including managers, lawyers and agents in order to assure comprehensive, holistic solutions.

Interfaced with all levels to manage payroll operations for the Burbank office, as well as several satellite offices including ATL, BTL, and Paying Agent payroll. Managed a staff of 20; which included 2 supervisors and 18 coordinators to resolve contract issues and customer complaints. Facilitated Q&A sessions with new clients along with the Labor Relations, Tax Incentive, Marketing and Technical Support departments. Responsible for creating weekly and monthly reports, such as, Escalation, Issue and Q&A logs, Time Card Count by coordinator and Iteration planning and enhancement requests by client.Primary responsibilities included:• Manage day-today payroll operations• Enhance payroll system working with development team through user acceptance testing and release• Conduct monthly departmental meetings• Monitor coordinator output through saturation levels• Liaison between Payroll and Labor Relation departments• Hiring, training and supervising staff• Create and maintain process flow diagrams and associated adjustments• Evaluate solutions to ensure all functionality, including HTG hours-to-gross component, report writer, remote check writing, customized fields and documenting procedures• Work directly with project and production managers to provide updates to CIOOther positions held at Cast and Crew Entertainment Services:SUBJECT MATTER EXPERT

Oversaw all facets of payroll operations for the Los Angeles, New York, Burbank, Toronto, and Vancouver Offices (400 clients) including commercial payroll, ATL and BTL payroll. Pension contributions, residuals, Accounts receivable, new client setups, customer service, contract services, and facilities management. Established and implemented new payroll system and procedures. Created a non-entertainment payroll division and designed and implemented an industry labor guide.Primary responsibilities included:• Establish payroll coordinator aptitude assessments and design service development plans• Refine payroll process flow for seamless operations• Establish management forums and evaluation standards• Automate pension reporting to various guilds and unions; previously done manually• Payroll conversion to gross-to-net system expert• Manage $15M client aging report• Direct and implement the recruitment and retention of full-time staff• Supervise, train, evaluate and assess skills of full-time staff• Professionally develop staff including organizing goal-oriented, cohesive focus group