A Coordinated Wealth Strategy for Careers With Uncommon Opportunity.
For athletes and entertainment professionals, income can arrive early, move quickly and carry responsibilities that reach far beyond a single season. Our fiduciary services are designed to bring discipline, clarity and coordination to all of it.
One Strategy, Coordinated Across Every Decision.
These services are not a menu of separate products. They are facets of a single fiduciary relationship — organized around your goals, your timeline and the people who already advise you.
Ducat Private Wealth is a fee-based fiduciary firm based in Florida. Where specialized expertise is required, we coordinate with qualified outside professionals — attorneys, certified public accountants, tax preparers, agents and managers — rather than replace them. The sections below describe what each area can mean for a public career and where our role begins and ends.
A Plan That Organizes Opportunity Into Purpose.
Wealth planning is the framework that connects today's income to the life you intend to build with it.
What it means: bringing goals, responsibilities, time horizons and priorities into a single written strategy — so decisions are made on purpose rather than under pressure.
Why it may matter for you: careers in sport and entertainment can compress a lifetime of earning into a few intense years. A clear plan helps you weigh competing demands — family, future, generosity, ambition — without losing sight of any of them.
What Ducat can provide: as a fiduciary, we help you define goals, map cash flow against them, and maintain a living plan that adapts as your career and circumstances change.
What requires coordination: when a plan touches legal documents or tax filings, we work alongside your qualified attorney and tax professional; we do not draft documents or prepare returns.
Investing Aligned With Your Goals and Your Liquidity.
Fiduciary investment management built around your plan — not around a product.
What it means: constructing and overseeing an investment approach that reflects your objectives, time horizon, risk tolerance and the cash you may need along the way.
Why it may matter for you: public careers often produce concentrated, irregular income. Thoughtful diversification and a disciplined process can help you stay invested through volatility rather than reacting to it.
What Ducat can provide: as a fiduciary, we provide investment guidance intended to serve your interests, with portfolios reviewed and adjusted as your goals evolve. All investing involves risk, including possible loss of principal; we do not guarantee any outcome.
What requires coordination: where investment decisions intersect with entity structure, contracts or tax treatment, we coordinate with your attorney and tax professional.
Planning Around Income That Rarely Arrives Evenly.
A rhythm for money that comes in waves, so the high points fund the quiet ones.
What it means: mapping when income arrives, what it must cover, and how reserves are built — so spending, saving and investing stay in balance across the year.
Why it may matter for you: signing bonuses, contract milestones, touring, projects and endorsement income can be lumpy and unpredictable. A liquidity strategy helps a strong year carry the leaner stretches between paydays.
What Ducat can provide: we help you design a cash-flow framework, plan for reserves and align liquidity with upcoming commitments and goals.
What requires coordination: lending, banking and complex contract terms are handled with your bankers, attorney and tax professional; we coordinate around them rather than provide those services ourselves.
Mindful of Tax — In Partnership With Your Tax Professional.
We keep tax implications in view while planning, and we coordinate the details with the qualified professionals who handle them.
What it means: considering how decisions may carry tax consequences and helping your wider team plan with those considerations in mind.
Why it may matter for you: multi-state competition or touring, varied income types and residency questions can make tax circumstances genuinely complex for public careers.
What Ducat can provide: we factor general tax considerations into planning and investment decisions and help align your strategy with the guidance of your tax professionals.
What requires coordination: Ducat does not prepare tax returns and does not provide tax advice. Return preparation, filing positions and individualized tax advice are provided by your qualified CPA or tax preparer; we coordinate with them.
Caring for the People and Purposes Beyond Today.
Helping your wealth reflect your intentions for family and legacy — coordinated with the attorneys who give it legal form.
What it means: considering how assets are titled, how beneficiaries are designated, and how your wishes for family and legacy fit within the broader plan.
Why it may matter for you: sudden, visible wealth can create real responsibility toward parents, siblings, children and future generations — and a wish for privacy and control over how that legacy unfolds.
What Ducat can provide: we help clarify legacy goals, review how they connect to your financial plan, and prepare you for productive conversations with your estate attorney.
What requires coordination: Ducat does not draft wills, trusts or other legal documents and does not provide legal advice. Document drafting and legal counsel are provided by your qualified attorney; we coordinate with them.
Giving With Intention, Inside a Larger Plan.
Helping generosity become a considered part of your strategy rather than a series of one-off decisions.
What it means: clarifying the causes and communities you want to support and aligning charitable giving with your overall financial picture.
Why it may matter for you: many athletes and entertainers feel a genuine pull to give back early. A thoughtful structure can make that generosity more sustainable and more meaningful over time.
What Ducat can provide: we help you define giving goals and weigh how charitable intentions fit within cash-flow, investment and legacy planning.
What requires coordination: the legal and tax structure of charitable vehicles, and any related filings or advice, are handled with your attorney and tax professional; we coordinate rather than provide legal or tax advice.
Preparing for the Chapter After the Spotlight.
Building toward the day the income changes — long before that day arrives.
What it means: planning for evolving and eventually different income, and for the goals, ventures and routines that may define life after a competitive or peak-earning career.
Why it may matter for you: a public career can end sooner than expected. Preparing early gives you options — entrepreneurship, continued income, family priorities — rather than pressure.
What Ducat can provide: we help you stress-test your plan for a future with different income, organize resources for the next chapter and revisit goals as your career evolves.
What requires coordination: business formation, employment contracts and the tax treatment of new ventures are addressed with your attorney and tax professional, with whom we coordinate.
A Steady Center of Gravity for Your Advisors.
Working alongside the professionals who already support you — to coordinate, not replace.
What it means: helping your financial picture stay connected as your attorney, certified public accountant, agent, manager and others each do their work.
Why it may matter for you: public careers often gather a large team quickly. When advice is siloed, decisions can conflict; coordination helps the parts move in the same direction.
What Ducat can provide: with your permission, we collaborate with your existing professionals, share relevant context and help keep the financial plan aligned across the people advising you.
What requires coordination: we respect the boundaries of each professional's role. We do not provide legal advice, prepare taxes, negotiate contracts or endorsements, or provide athlete or talent representation; those remain with your qualified specialists.
Educational information only; not individualized investment, legal, tax, athletic-representation or contract-negotiation advice. Ducat Private Wealth does not prepare tax returns, draft legal documents, negotiate contracts or endorsements, or provide athlete or talent representation; it coordinates with qualified attorneys, certified public accountants, tax preparers, agents and managers. Investing involves risk, including possible loss of principal, and no outcome is guaranteed. Ducat Private Wealth is not affiliated with or endorsed by any university, athletic department, league, team or entertainment company unless expressly stated through an approved written arrangement. Advisory services are offered only where the firm is properly registered or otherwise permitted under applicable law.