Entertainment Advisory

One of the biggest challenges an entertainer or athlete faces during their lifetime, other than reaching the pinnacle of success, is finding an advisory team to help secure their future. Summa’s Entertainment Advisory Group was created to address the many challenges these professionals face during and after their careers.

Building a team of highly competent, time-tested and trustworthy accounting, legal and investment professionals is a daunting task for anyone, especially for the professional who has mastered his or her craft but has spent very little
time addressing financial matters. The Summa Group has spent 25 years at the advisory table working closely with their clients’ most trusted advisors to address the often complex challenges they will face.

Sitting at the advisory table requires a unique set of tangible and intangible skills to uncover and solve myriad challenges and objectives confronting this “at-risk and vulnerable” client type. We have built a world-class team of like-minded professionals to help ensure our clients’ satisfaction is accomplished through collaboration, teamwork, and a shared value system. Our value-driven approach to advising this market segment places a premium on partnership, accountability, and transparency. Once the team is in place the entertainer and/or athlete can focus on what they do best while we work to help secure their future.

Working with tax and legal partners is at the core of the Summa Group’s offering. Our team possesses the experience, resources and know-how to help the professionals who entrust The Summa Group with their clients’ financial lives, so they can focus on their areas of expertise, while we deliver objective and game-changing investment guidance. Given the unpredictable and often short lifespan of a career in sports or entertainment, our focus is on helping construct a safety net that helps create a greater level of financial stability once a client’s career comes to a close. We do this through an extensive planning process that uncovers many Given the unpredictable and often short lifespan of a career
in sports or entertainment, our focus is on helping construct a safety net that helps create a greater level of financial stability once a client’s career comes to a close. We do this through an extensive planning process that uncovers many of the quantitative and qualitative factors likely to impact our clients’ lives. Only after gaining a deep understanding into the issues one faces are we in a position to recommend how capital should be invested. Winning by not losing is our investment philosophy and it is well suited for this particular client type.

The Summa Entertainment Advisory Group is uniquely positioned to deliver a “value” driven strategy to the professional and fiduciary who places a premium on unbiased guidance through collaboration.

Here is what you can expect from us:

• We work closely with your most trusted advisors to address financial security.
• Our team is time-tested and has the resources and experiences to provide you with objective and gamechanging guidance.
• Our investment philosophy is highly suitable for clients like you who have amassed considerable wealth but with highly unpredictable and sometimes short careers.
• We have 25 years of experience that we bring to working with your tax and legal professionals.