Business Management
RBZ Business Management serves as the personal CFO of high-net-worth individuals, entertainment industry professionals and their related entities, business improvement districts, nonprofit organizations and small businesses.
We assist our clients with the long-term preservation and growth of their net worth by supervising and managing their day-to-day financial affairs and business concerns. This is accomplished by working cooperatively with clients’ service providers, such as agents, attorneys, mortgage lenders, insurance brokers, executive directors, project managers and investment advisors, to name a few.
We offer sound planning and meaningful advice in all aspects of clients’ personal and business matters.
Services Provided Include:
- Cash Management & Financial Planning
- Insurance Coordination – Personal, Commercial & Health
- Investment Guidance
- Tax Planning & Preparation
- Payroll
- Banking
- Bookkeeping/Check Writing
- Implementing Retirement/Pension Plans
- Real Estate & Large Asset Purchases
- Estate Planning
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Contact Ken Coelho Partner In-Charge Business Management (310) 478-4148 x351 | kcoelho@rbz.com |
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