Structured for the financial realities of athletes, entertainers, and founders: protection, liquidity, estate, tax, and operations in one integrated platform.
01
Operational Infrastructure
Business Management
End-to-end financial operations for clients who can’t afford operational drag — bill pay, budgeting, vendor management, contract tracking, household payroll, and lifestyle coordination handled with precision.
Operations
02
Financial Architecture
Tax & Financial Strategy
Forward-looking tax architecture and financial strategy for clients whose income, entities, and earning windows demand more than a CPA. Coordinated across career phases, business interests, and the decisions that define what wealth becomes.
Strategy
03
Cash Management
Banking & Lending Infrastructure
The full architecture of how our clients bank, borrow, and access capital — from banking relationship design and premium credit products to mortgage financing, contract advance loans, exotic lending, and liquidity solutions against alternative assets. Includes credit monitoring, reporting, and protection services.
Banking
04
INCOME PROTECTION
Insurance Advisory
Risk protection built around earning power — covering wealth, assets, health, and income across every phase of a client’s career.
Protection
05
Legacy
Trust Structures
Institutional-grade trust design for asset protection, estate efficiency, and multi-generational wealth transfer, including corporate trustee services administered directly under Factory.
Estate
06
Cash Flow
Liquidity Optimization
Strategic cash flow management that ensures operational stability while keeping capital deployed and working.
Capital
07
Financial Reporting & Accounting
Enhanced Reporting
CFO-level financial reporting across every entity, property, and account, including P&L, balance sheets, income statements, detailed transaction coding, and a professional chart of accounts. Engagement scales with complexity.
CFO
Wealth at this level demands more than an advisor. It demands a system, one built to manage complexity, protect what's been earned, and position every dollar for what comes next. Whether your wealth came from a contract, a company, a career, or a cap table: Factory is built for what comes next.
Join the FACTORY
From Relationship To Ownership.
