What We Do
All About You
Our boutique firm offers tax free asset growth, business & financial strategic planning. Our core clientele are business owners, athletes, c-suite professionals, nonprofit organizations and individuals looking to diversify their portfolio, and enhance their overall business and financial holdings.
The Technicalalities
Whether you're just starting out or looking to restructure we've got you covered. Our mantra is: analyze, identify, advise, execute. Our mission is to create relationships, not transactions. Our promise is that we'll be there, as questions or issues arise, every step of the way.
Our Expertise
As a boutique firm, your experience will be met with over 30 years of knowledge, education, and business acumen helping you develop personally and professionally.
What We Offer
GUICE Business Development
GUICE Business Development
GUICE Business Development
- Risk Management
- Cash Flow Management
- Succession Planning
- Investor Relations
- Private Placement Memorandums
- Employee Benefits
- Key Person Insurance
GUICE Privado
GUICE Business Development
GUICE Business Development
An invitation only community designed to help grow your finances, business, and personal endeavors. This concierge business group will create space to network with like minded professionals, indulge in the decadence of life, and curate experiences you've only dreamed of.
GUICE Giving
GUICE Business Development
GUICE Giving
Have a heart to give? Ready to begin your philanthropic journey but don't know where to start? Our donor-advised funds department can help match you to local community based organizations in need that line up with your giving vision.
GUICE Wealth
GUICE Sports & Entertainment
GUICE Giving
- Estate Planning
- Life Insurance
- Annuities
- Retirement Solutions
- 401k transitions
GUICE Sports & Entertainment
GUICE Sports & Entertainment
GUICE Sports & Entertainment
Athletes, athletic directors, coaches and entertainers retired, present and future benefit from bespoke services that keep your unique work in mind. From early retirement strategies to maximizing the limited income stream, GUICE helps you develop a holistic strategy to transition into and retire from the sports world with dignity and financially intact.
GUICE Partners
GUICE Sports & Entertainment
GUICE Sports & Entertainment
GUICE HQ is located in the financial district on the island of Manhattan, New York.
We have a network based in all 50 states.
GUICE LTC
GUICE LTC
GUICE LTC
Long-term care insurance covers many of the costs of a nursing home, assisted living, or in-home care—expenses that aren’t generally covered by Medicare.
GUICE Concierge care coordinators are trained and licensed professionals who assist clients with locating services and arranging for care.
GUICE Magazine
Enjoy a complimentary issue. Click on the magazine photo.
Download the latest edition of GUICE Winter 2022. The Giving Issue is near to my heart as I highlight family and friends who champion worthy causes to impact community.
Enjoy a complimentary issue. Click on the magazine photo.
Download the latest edition of GUICE Fall 2022. In addition to the cover features, we talk about the investment in art and container homes as well.
Enjoy a complimentary issue. Click on the magazine photo.
In this first issue of GUICE we talk about alternative investments such as timepieces, handbags, and art.
About Us
Our Experience
30 years in business & financial strategic planning we have learned a lot about tailored services geared toward maximizing opportunities for growth, increasing your ability to grow from good to great.
Our Approach
30 years in business & financial strategic planning we have learned a lot about tailored services geared toward maximizing opportunities for growth, increasing your ability to grow from good to great.
Why Us
Business mentors are key—that’s why when it comes to client selection, we’re choosy. We want to give each of you the time and guidance you deserve. Whether you’re seeking a strategic alliance with the right partner or a special skillset or tool, call us today. Together we’ll create and refine your plan for success. We didn’t get there alone. And neither will you.