Business Management

Simplicity, financial controls and stability are but three of the ways you benefit from Proactive Professional Solutions' hand selection of the business management partners ideal for the unique aspects and needs of high net worth individuals, their families and family businesses. Wealth management and business services are molded to the individual needs and goals of business and entertainment executives, entrepreneurs, performance artists, sports figures, trust fund beneficiaries and other affluent individuals. In each key area of wealth management - investments, liquidity and credit management, and tax and estate planning - our collective experience and trusted advisors will serve your every need.

We offer Concierge-Style Business Management Services

Concierge-style (or "boutique") business management services are those that are tailored to the individual client and cater to their specific needs, desires and goals. We strive not only to serve, but also to amaze and delight with the scope and quality of our offerings and a passionate devotion to client concerns. We work hard to be our clients' most important and long-lasting business relationship. Working closely with you, we provide you with clarity and financial confidence, creating simple and enjoyable strategies that enable you to achieve your financial dreams.
Services include:

Recurring Business Management

Recurring Services to manage and oversee all financial and business matters for individuals, early stage companies, loan-out companies, production companies, family businesses, foundations, trusts and estates:

• Income collection

• Bill review and check preparation

• Check signing (with dual controls)

• Bank and investment reconciliations

• Monthly cash flow reports and pro forma

• Monthly financial statements

• Budget preparation or analysis

• Coding of income and expenditures

• Payroll processing and tax reporting

• Loan negotiation

• Insurance

• Project cost accounting

Other Business Management Services

• Family and estate services 
 
• Personal financial consulting

• Business financial consulting 
 
• Asset allocation and reporting

• Estate planning and gifting

• Trust accounting and reporting

• Divorce

• Personal financial consulting

• Financial review and planning

• Home construction

• Business financial consulting

• Business plans

• Corporate compliance

• Advisor liaison