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Banking

 CLUBHOUSE SERVICES 

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  • Review of existing accounts

  • Cash Accounts (checking, savings & money market accounts)

  • Traditional Lending

  • Personal​

  • Commercial

BANKING SERVICES

ASSET MANAGEMENT

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  • Review of existing asset & portfolio management accounts

  • Clubhouse is partnered with several money managers to service the needs of all portfolio types & sizes for client's short-term & long term needs

  • Customized Investment Strategies

INSURANCE PLANNING & RISK MANAGEMENT

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  • Extensive portfolio of all insurance products, ie life, health, disability, property & casualty, private client group & equine

  • Review of client’s existing insurance policies, coverage, and estate planning

  • Have extensive relationships with top-tier insurance carriers

  • Partnered with several estate planning professionals

  • Insurance planning for foreign nationals & international Non-USA citizens

  • ​Private client services provided

REAL ESTATE

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  • Assistance with residential / primary home acquisition and sales

  • Traditional Real Estate Investments

  • Private Investments & Property Development Projects

  • Access to traditional property lending and hard money lending 

  • Partnered with multiple real estate investment platforms

  • Partnership with firms that specialize in advisory services for non-USA citizen clients including real estate acquisition and disposition

RETIREMENT PLANNING

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  • Review of existing retirement accounts

  • Access to several retirement plans through our partners - ie, 401K, Simple IRAs, Traditional & Roth IRAs, Pension Plans & more

  • Retirement Income Planning

ALTERNATIVE INVESTMENTS

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  • Access to private equity investments

  • Business Consulting

BUSINESS CONSULTING

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  • Educating on the practices and principles of establishing long lasting corporate structures

  • Aiding and facilitating the creation and maintenance of new and existing corporate entities (such as corporate registration, banking best practices, and completion of corporate documents)

  • Consultation and advice on new ventures and support during proceedings (such as negotiations and financial diligence

  • Synergistic connections thru our network to aid in the growth of ally and partner relationships.

CONCIERGE SERVICES

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  • Clubhouse maintains a network of partners that provides extensive concierge services

  • Outsourced CFO services: bill pay, tax preparation, bank relationships, and credit card services

  • Outsourced legal services: real estate, estate planning, contract review and drafting, and immigration related issues

  • Travel & Entertainment: private jet charter and plane purchase advisory, yacht/boat charter or acquisitions, automobile purchasing, sporting events, and advisory regarding the acquisition of fine art, jewelry, and other collectibles

  • Branding and marketing services: website and social media presence, corporate and speaking engagements, and sports memorabilia opportunities for athletes

LIFE AFTER SPORTS

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  • The “Life After Sports Program” is an educational based program of Clubhouse Private Wealth and the brainchild of Nandy Serrano, a former athlete.

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      More information

SPORTS MANAGEMENT

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  • Life After Sports Program

  • ​Financial education to set the athlete or entertainer up for long-term financial success

  • Mentorship Programs

  • Annual Symposium

  • Education regarding business opportunities to allow them to become entrepreneurs or investors

  • Family & Legacy Planning Advisory

Asset Management
Insurance
Real Estate
Retirement
Alternative
Business
Concierge
Life
Sports
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