Let’s talk legacy

Athletes and entertainers, now’s the time to make your mark

Athletes and Entertainers

Let's talk legacy. Now's the time to make your mark.

Incredible financial opportunities come your way. Who can you trust to help you make the right decisions for you, your career and your legacy?

We have the expertise to help you avoid common missteps, so you can pursue what matters most today, tomorrow and for generations to come.

Exclusive insights

Family Ties

For professional athletes and entertainers, determining how much of your wealth to share, with whom and when requires a thoughtful strategy. Stars who successfully navigate these expectations have solid financial plans to help them make intentional decisions for their own financial health and the good of family and friends.

How can you safeguard your money while supporting your inner circle?

Sudden wealth

It’s common to have feelings of guilt over the large earnings that come with being a professional athlete or entertainer. Creating a sound financial plan can help you confront these feelings constructively, put your money to work early, and set boundaries on whom you help.

Hear their stories and discover insights that may resonate with you.



    Top 10 Money Lessons

    Valuable financial tips for every athlete or entertainer.

    Real Talk

    Questions you should be asking your financial advisor.

    Go for the win(PDF, 1 MB)

    Learn the fundamentals for developing a wealth strategy.

    A game plan for your goals

    Our approach can help you leave a legacy that matters.


    Front Office presented by UBS

    The world’s top athletes each hear pitches from two companies. Find out who’ll get the funding to take their business to the next level.

    Season 1 episode 1: Travis Kelce - NFL Kansas City Chiefs tight end and Super Bowl 54 champion

    Season 1 episode 2: Michelle Wie West - LPGA Tour Golfer, 2014 US Women’s Open Winner

    Season 1 episode 3: Vernon Davis - Retired NFL tight end, Super Bowl 50 winner and TV personality 

    Season 1 episode 4: Allyson Felix - the most decorated American track and field athlete of all time

    Season 1 episode 5: Chris Paul - Phoenix Suns point guard, 2X Olympic Gold Medalist, President of NBAPA 2013–2021


      Highlights from past events

      Allyson Felix

      Stronger voices

      Allyson Felix, the most decorated woman in Olympic Track and Field history, shares her personal story on why women need to make their voices heard to champion their financial value in sports, work and life.

      Michelle Williams

      Breaking through

      Former Destiny’s Child singer and Grammy Award-winning megastar Michelle Williams talks about overcoming mental health challenges to gain clarity across every aspect of her life.

      Hear some of the powerful and personal insights revealed in her new book, Checking In.

      Her story could help you or someone you know.

      Laura Dern

        Touching audiences, changing Hollywood with Laura Dern

        Oscar Award-winning actor and producer Laura Dern shares how her fight for equal pay is breaking the glass ceiling in Hollywood, and how she talks money with her daughter.

        Star power, staying power

        How you manage your wealth has far-reaching effects. In our special white paper, 16 athletes and entertainers share their stories. Some were unprepared for the responsibilities that come with wealth. Others developed a steadfast plan from the start. All eventually went on to great financial success. The common thread? Find the right advisor, get involved and stay involved. Take a look. The lessons these athletes and entertainers learned could be helpful as you navigate your own journey with money.


        Brendon Ayanbadejo

        The Super Bowl XLVII champion explains how to make money outlast playing years.
        Read more.

        Rushia Brown

        The WNBA pioneer says learning about wealth management is key to having checks and balances on your money.
        Read more.

        Norris Cole

        The two-time NBA champion doesn’t invest for the sake of investing. He knows where his money is and what it’s doing.
        Read more.

        Mason Plumlee

        The Detroit Pistons center reveals how he picked up his money management approach at an internship in college and continues to use it today.
        Read more.

        Osi Umenyiora

        Former pro defensive end teaches family and friends how to be responsible with money.
        Read more.

        Robert Bailey

        The challenges of managing wealth at a tender age, from a Super Bowl champ.
        Read more.

        Ben Coates

        Super Bowl champ and New England Patriots star Ben Coates walks through some common mistakes high earners can make.
        Read more.

        Edgerrin James

        The rookie who shaped his first NFL contract shows you can negotiate with your own approach.
        Read more.

        Sage Rosenfels

        Former pro quarterback says it's never too early to think about post-career opportunities.
        Read more.



        Renowned rapper on overnight success and embracing your entrepreneurial side. “I got into investing by learning," he says.
        Read more.

        Rico Love

        The songwriter and producer openly shares his early missteps to help others.
        Read more.

        Ray Romulus

        This artist explains how costly lessons learned years ago keeps him engaged with the investing process today.
        Read more.

        Michelle Williams

        The Destiny's Child performer talks record contracts and women's empowerment.
        Read more.

        Kamal Gray

        Hear how this GRAMMY® Award winner realized he needed a new money mindset and approach.
        Read more.

        Otis Redding's family

        Heirs have preserved Otis’s legacy for three generations. They tell us now how they did it.
        Read more.

        Joshua Schwartz

        The creator behind the Gossip Girl TV series discusses how managing money well preserves creative freedom.
        Read more.