Financial Planning / Wealth Management: Financial planning for a DeBartolo Sports athlete encompasses many facets of preparing for the future. Our dedicated staff of professionals will provide our clients the ability to plan for current and future financial needs. The financial planning / wealth management services encompass several areas: financial planning, tax planning, and estate / succession planning.

• Financial Planning includes the preparation of monthly / quarterly / annual budgets, assistance with banking needs, personal bookkeeping services, maintaining a working relationship with our athletes existing family financial planners for review and advice on home, automobile and other significant purchases as well as the preparation of a sufficiency analysis to determine future cash flow needs.
• Estate and succession planning includes assistance with the organization and collection of necessary information to provide to estate planning attorneys and the referral to accredited estate planning attorneys based on the athlete’s needs.

Tax Planning and Preparation: As a member of the DeBartolo Sports family our athletes receive ongoing tax support and preparation.

• Individual federal and state income tax returns, in addition to trust returns, are prepared on a quarterly and year-end basis for our clients.
• Tax Planning includes ongoing tax support and tax return preparation services, quarterly estimates and withholding calculations and year-end tax planning.

Advice on New Business Ventures: DeBartolo Holdings, LLC provides private equity guidance and support that helps our athletes choose the right business venture that will support a properly structured financial plan.

• We guide our athletes through the creation of dedicated business plans, calculated financial projections, high-yield investment guidelines and required support materials.