Services

Business Management
Business Management

Jess S. Morgan & Company, Inc. is a full service business management firm, employing specialized professionals in all areas, who together with the client’s attorney, agent, personal manager, and other outside professionals plan and manage the client’s business and personal financial affairs. Since our founding in 1967 we have maintained a relationship to the client as a valued and trusted advisor. By entrusting their financial concerns to Jess S. Morgan & Company, Inc., the artist, athlete, entrepreneur or other high net worth individual can confidently focus on career, family and leisure.

Tax Planning
Tax Planning & Compliance

When making sound financial and investment planning decisions, tax compliance and planning are a critical component. Jess S. Morgan & Company, Inc. provides the technical support required to comply with the tax law while taking advantage of all available tax-savings strategies. We maintain relationships with accountants and attorneys throughout the world having expertise in all areas of income and estate taxation. We are particularly familiar with the special tax issues and required planning that is unique to high net worth individuals and members of the entertainment industry.

Investment Advisory
Investment Advisory

Jess S. Morgan & Company, Inc. has been managing investments for high net worth individuals and corporations since 1968 as a registered investment advisor. Independent of our business management practice, we offer investment advisory services to clients interested in having their investment capital professionally managed. This division is led by experienced portfolio managers who manage the client’s individual, corporate, and retirement portfolios, which are structured to meet their investment criteria and objectives. Clients receive regular statements from both Jess S. Morgan & Company, Inc. as well as the independent custodian where all investment assets are held.

Intellectual Property Administration
Intellectual Property Administration

Our intellectual property group administers royalties, and will also work with your sales agent regarding licensing from your library. Jess S. Morgan & Company has managed the both the television and the film libraries for many clients over the years.

Real Estate Advisory
Real Estate Advisory

Our Real Estate group can counsel you on all your property transactions. Their knowledge covers everything from leasing office space, purchasing a house or rental property, or major construction and renovation. We can also handle property management for your investment properties.

Insurance Management
Insurance Management

We have the knowledge and expertise to effectively address every aspect of our client’s insurance needs, including coverage placement, claims submission, and audits and appraisals. We maintain an active network of major insurance companies and agency relationships worldwide that assist us in navigating the complex legislative, financial, and social issues that influence insurance decisions. As an independent, uncommissioned advisor, we provide the client with appropriate, competitive recommendations to satisfy diverse insurance needs.