Sports and Entertainment Wealth Management
Helping athletes and entertainers build a strong financial future
For hard-working athletes and entertainers who reach the pinnacle of success, navigating new financial opportunities can be daunting. As a wealth manager who specializes in helping athletes and entertainers tackle an increasingly complex world, we’ll help ensure your money is working for you during your current professional career. But we’ll be equally mindful of a potential second act. Whether you’ve found success on a stage, court, or field, we can help you manage and grow wealth while building a legacy that will last.
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What Sets Us Apart
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Family Matters
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Giving Back
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Responsible Investing
Firsthand advice from an award-winning team
Bernstein’s Sports and Entertainment wealth management team understands the needs of entertainers and athletes because many of us come from the same industries.
These prominent figures look to us for cutting-edge insights—whether on NIL management or selling a song catalogue to signing a big contract that catapults their wealth. In 2023, our team was named to Billboard's 2023 Top Business Managers list, which features some of the most influential financial advisors, managers and counselors in the media & entertainment space.
Family matters
Your legacy is broader than your wealth. How will you convey pivotal moments, mistakes to avoid, and a lifetime of wisdom? Our sports and entertainment wealth management team can help you transmit values along with financial assets.
Giving back
Determining how and when to give to others is not as simple as coming up with a figure on the fly. Learn how you can assess your capacity to give to family, friends, and cherished causes.
Responsible investing
Responsible investing is more than just a slogan. It involves real investment choices. We can help you build a portfolio with societal outcomes in mind—in addition to risk and return.
I know it's just digits on a screen, but they mean things and your relationships with financial people mean things as well.
What's the "deal" with NIL?
Bernstein's Sports and Entertainment division has extensive experience helping young athletes navigate the complex world of Name, Image, and Likeness (NIL) deals. Given our long roster of professional athlete clients, we are distinctly positioned to help college athletes maximize their economic potential through NIL sponsorships.
We assist with NIL management, offering financial education and mentorship, advice on monetizing personal brands, and help exploring the value of specific deals. Our team understands the importance of building a strong personal brand and can help athletes leverage their success to create long-term financial security off the field.
At Bernstein, we believe that NIL deals can be both experiential learning and investment opportunities—preparing athletes for future business ventures. Our team is committed to providing athletes with the tools and resources they need for NIL management, helping them succeed both on and off the field.
I listen to people who actually know what they’re doing in the financial advisory world. And that way, I keep myself out of trouble...
The entrepreneurial flair
Is funding a business venture in your future? Many entertainers and pro athletes have a flair for entrepreneurship and go on to become business all-stars, but how do you know if it’s right for you? We can help with all aspects of the transition—from exploring how much to invest to connecting with former pros and other superstars who have already made the leap. We have a proven track record helping business owners flourish.
When I came into money, it was very important for me to figure out…live like a prince forever or live like a king for a little period of time.
Getting the right deal for you
Whether it’s cryptocurrencies and blockchain—or private equity and streaming—the economics of the entertainment industry continue to evolve. You need a wealth advisor who delivers timely, objective analysis to help you determine the likelihood that any given deal will meet your spending, tax, and charitable goals.
Should you sell your music rights?
Financial decisions—including whether to sell a song catalog—can echo for decades to come. Our proprietary modeling helps weigh the potential benefit of selling today versus continuing to receive royalties.
Featured Insights
7/18/24 | Sports Business Journal—As individual athletes have gained a greater ability to monetize their personal brand through NIL regulatory changes, some are also using the opportunity to learn about becoming strategic private equity investors.
Read the full article by Adam Sansiveri and Stacie Jacobsen here.
Stacie Jacobsen, Adam C. Sansiveri, and Daniel Weisman have been named in Billboard’s 2023 Top Business Managers list as a result of their work within our Sports and Entertainment Group.
See the the full list on Billboard by clicking here.
Multi-million-dollar contracts can quickly dissolve into financial nightmares for star athletes. Learn how to transform fleeting wealth into lifelong security, avoiding the pitfalls that leave many pros bewildered and broke.
Inclusion is a choice
Equity and inclusion are core tenets of our culture. We embrace differences and uniqueness while recognizing that certain starting points and obstacles require specific resources to eliminate barriers.
A recognized NFLPA Partner
We provide wealth management for athletes tailored to the needs of NFL Players and their families. Let us help you navigate the unique challenges that come with a career in professional sports.
Team players
We’ll collaborate within your professional ecosystem, focusing on whatever is needed to secure your long-term financial success.
Empowering insights
We publish blogs and a podcast specifically tailored to sports, media, and entertainment professionals. These resources combine expert financial advice on sports wealth management and entertainment wealth management along with firsthand accounts on a wide range of other investment matters.
Get in Touch
Our team of advisors in 20 cities are ready and able to help you wherever you are.