starting off 2023 right...

Recap: The 2nd Annual Trusted Advisor Summit

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We had such a wonderful time hosting The Trusted Advisor Summit at the amazing Petersen Automotive Museum in Los Angeles!

This event was the 2nd annual gathering of professionals with A-list celeb clients, musicians, pro athletes, creators, and family offices. The day consisted of interactive panels, presentations and closed-door networking with topics including: royalties and licensing deals; tax, legal and regulations updates; the future of business management; risk management; and art collectables.

Speakers included Alex Mar of BILL, Tate Henshaw of ARC Business Management, Brad Barros of Private Risk Capital, Rochelle Yambao of Axos, Lucas Keller of Milk and Honey Sports + Music, Jennifer Coyne of Adeptus Partners, Laura Rutebuka of Lifeline Financial Group, Alex Heiche of Sound Royalties, Liz Tan of Enjinstarter, Anita Heriot of The Fine Art Group, Robert Mallernee of Eton Solutions and many more!

Thank you to our amazing title partner, Axos Bank, and our sponsors, BILL, Private Risk Capital Development Advisors, Sound Royalties, Eton Solutions, The Fine Art Group and Enjinstarter.

Here are some pics from The Trusted Advisor Summit. 2023 has officially kicked off and we can’t wait to see you at the next event! Stay tuned!


Morning arrival.


No One Likes Paying the Bills, Until They Do: Alex Mar (BILL) & Tate Henshaw (ARC Business Management). This panel was presented by BILL.


Advanced Tax and Asset Protection Planning for Athletes, Entertainers and their Managers: Daniel Regan, Esq. (Smith Entertainment Law), Malcolm McNeil (ArentFox Schiff), Andy Anderson (Faculty Group), Bradford Cohen (Jeffer Mangels Butler & Mitchell LLP), Henry Root (Smith Entertainment Law) & Brad Barros (Private Risk Capital Development Advisors). This panel was presented by Private Risk Capital Development Advisors.


Mastering the Music Business: A Discussion on Songwriting, Publishing, AI and Royalties: Lucas Keller (Milk & Honey Music + Sports), Tushar Apte (Producer/Composer/Songwriter), Gino the Ghost (Blocktones) & Rochelle Yambao (Axos Bank).


Pulling Back the Curtain: The Art World and The High-Profile Collector: Shane David Hall (The Fine Art Group), Jennifer Dantona (Momentous Insurance Brokerage, Inc.) & Anita Heriot (The Fine Art Group). This panel was presented by The Fine Art Group.


Innovation in Banking – the Importance of Technology in Finance and its Impact on Day-to-Day Operations: Corey Pelton (Armanino), Christian Santaniello (Axos Bank), Marc Kantor (Axos Bank), Will Kim (Karat Financial) & Matthew Hoffman (Trusted Advisor). This panel was presented by Axos Bank.

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Where Finance Meets Music: Utilizing Financial Tools to Enhance Your Craft: Carron Mitchell Esq. (Nixon Peabody LLP), Ty Baisden (Colture), Alex Heiche (Sound Royalties) & Matthew Hoffman (Trusted Advisor). This panel was presented by Sound Royalties.


Modernizing the Client Experience to Exceed Growing Expectations: Laura Rutebuka (Lifeline Financial Group), Maddie McCarthy (Versed Co), Robert Mallernee (Eton Solutions), Mark Pariser (Dunn, Pariser & Peyrot) & Anna Stolina (Altman Greenfield & Selvaggi). This panel was presented by Eton Solutions.


Film, the State of Streaming and Complex Rights Deals: Ilyssa M. Adler (UBISOFT Film & TV), Steven T. Seagle (Man of Action Entertainment), Hillary Levi (The Gotham Group) & Jody Simon (Fox Rothschild LLP).


Leveraging Web3 for Gaming and Impact: New Investment Opportunities for Family Offices: Brett Brown (Double Jump Capital), Jomjai (JJ) Srisomburananont (Wave Financial), Liz Tan (Enjinstarter) & Matthew Hoffman (Trusted Advisor).


Money Talks: Insights from Top Business Managers: Tony Smalls (MGO LLP), Josh Klein (TKG Business Management), Jennifer Coyne (Adeptus Partners, LLC) & Mathew Hoffman (Trusted Advisor).

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Cocktails to wrap up the evening! Until next time!



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