Warren Cohn

Senior Vice President, Wealth Management, Wealth Advisor, International Client Advisor, Sports and Entertainment Director

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Warren Cohn

MY MISSION STATEMENT

Excellence in helping clients like you with your personalized investment and financial strategies

My Story and Services

Warren's Story

Warren has over 23+ years’ experience in the Financial Markets and currently manages a Sports & Entertainment Wealth Management Advisory practice, as well as an International Wealth Advisory practice based in Beverly Hills. With an MBA and more than two decades of experience, Warren and the rest of his team focus on investment management, estate and fiduciary planning strategies, lending solutions, trust services and long-term financial planning for wealthy clients and their families, including, but not limited, to those in the Sports and Entertainment industry:

-Professional Athletes (notably NFL, MLB, NHL, NBA, MotoGP, Formula One, Rodeo, Polo, Olympics, Action Sports, etc.)
-TV/Film (actors, writers, producers, showrunners, studio executives)
-Music (singers, songwriters, producers)
-Arts (designers, artists, creatives)

As well as wealthy individuals and multi-generational families outside Sports & Entertainment whose vast wealth management needs are met with the practice and service offerings provided by Warren and the team.

As a dually designated international wealth team, the practice also serves a global clientele of non-US residents, representing those both within the Sports and Entertainment community, as well as wealthy global individuals & multi-generational families.  The International Wealth Management platform operates on a cross-border jurisdictional basis which varies country by country.

Access to Private Banking >

Services Include

  • Wealth Consulting
  • Wealth Management
  • Art Advisory
  • Asset Management
  • Estate Planning Strategies
  • Financial Planning
  • Lending Products
  • LGBT Planning Services
  • Professional Portfolio Management
  • Sustainable Investing
  • Trust Accounts
  • Trust Services*

Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, LA, MA, MD, ME, MI, NC, ND, NJ, NM, NV, NY, OK, PA, SD, TX, UT, VT, WA, WI, WY; General Securities Representative; Investment Advisor Representative

NMLS#: 558511


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Global Sports & Entertainment

Global Sports and Entertainment



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Every sports and entertainment profession is unique with its own characteristics, earnings profile and variable career span.
You require a Financial Advisor who knows the industry and how money flows from your work to your wallet. As a Sports and Entertainment Director, chosen for my advanced experience working within very specific fields, I understand the total financial picture and craft creative financial strategies that account for the unique challenges and dynamics of my clients’ careers.

Your life is filled with people who have supported and encouraged you. As a Sports and Entertainment Director I am an integral part of that team, working alongside your agent, business manager and personal confidants. I believe that a cohesive and connected team is best suited to help high achievers make smart choices about their wealth.


International

Global Clients



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As a dually designated international wealth team, the practice also serves a global clientele of non-US residents, representing those both within the Sports and Entertainment community, as well as wealthy global individuals & multi-generational families.  The International Wealth Management platform operates on a cross-border jurisdictional basis which varies country by country.


Ultra High Net Worth Process

6 step discovery.pngDiscovery Process

Investing the time to learn about you and your family; your assets and liabilities and the risk exposures enables us to formulate strategies and customize the relationship to your needs.

Formulation of Tax, Trust and Estate Strategy

Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.

Creation of Customized Strategic Asset Allocation

Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.

Integration of Tactical Asset Allocation

Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.

Implementation of a Customized Wealth Strategy

After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.

Ongoing Assessment

In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.


Location

Location

  • 9665 Wilshire Blvd Ste 600
  • Beverly Hills, CA 90212


    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Warren Cohn today.

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