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What is a Multi-Family Office?

As a multi-family office, TEAM Private Wealth Management provides a wide range of services to manage all things related to an NFL or college football player's money.  We start by educating our players while offering the same services as a business manager and a financial advisor for NFL and college football players in one place. Thereby, simplifying their lives and saving them time and money along the way.

Wealth Coaching


Money Basics


Spending vs. Saving

How to Make an Impact


Budgeting Tools

1st Contract Savings Strategy

Tax Strategies


One on One Coaching

Small Group Sessions

Mentors and Partners to Assist with Life and Business Coaching

Wealth Management

Investment Management

Customized Investment Strategy

Public & Private Investments

Tax Optimized Portfolio Management

Retirement Planning

Maximization of NFL Retirement Plan Options

Design Retirement Strategies for Endorsement Income

Tax Planning

Residency & State Income Tax Planning Strategies

Endorsement Income Tax Planning

Tax Return Coordination*

Charitable & Legacy Planning

Creation, Implementation & Administration of

Charitable entities

Facilitation of Family Conversations & Education

Estate Planning

Review of Wills & Trusts

Planning & Implementation of Strategies to Maximize a Family's Financial Legacy

Banking Advice

Account Opening & Management

Lending Advice & Management


Insurance Planning

Disability & Non-Appearance Insurance Strategies

Review & Management of all

health, life, liability, property and casualty policies

Business Management

Cash Flow


Bill Payment

Reporting & Review

Personal Employees

Staff Management


Benefits & Insurance

Asset Administration

Asset Purchase Assistance

(Cars, Homes, Boats, etc.)

Asset Insurance Review & Management

Review of Purchase Agreements & Related Contracts

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(214) 507-0326

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We look forward to working with you and your family!
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