Trusted Advisor Association

Join us for an exclusive Trusted Advisor breakfast and discussion in Los Angeles on May 21st.

Panel — “Seeking Upside while Preserving Wealth: Investing for Talent in Volatile Markets” explores how for artists, athletes, and entertainers, wealth is often created quickly — and tested just as fast. In today’s volatile environment, where market swings are sharper and access to private deals is more visible than ever, the challenge for advisors is balancing what clients want with what actually serves them long term. This conversation brings together perspectives from investment management, real estate, and entertainment business management to explore how advisors set expectations around risk and return, where tax efficiency and real estate strategy fit in, and how different client profiles — from emerging talent to established earners — should think about liquidity, income, and long-term growth. The panel will also address how opportunities are accessed (funds vs. direct deals), and the common mistakes advisors see when clients chase outsized returns without a clear framework.

Join us to hear Maxx Cohen (Cohen Asset Management), Warren Grant (Grant Tani Barash & Altman), and Richard Ratner (Bel Air Investment Advisors) dive into this topic!

RSVP 🔗 in our bio. See you there, members!🪽