Top Shelf Private Wealth is a Family-Office Style Advisory Firm for Professional Hockey Players
Top Shelf Private Wealth (TSPW) is a specialized advisory offering built exclusively for professional hockey players, coaches, and industry professionals. We provide flat-fee, conflict-free wealth management designed to support short earning windows, cross-border careers, and the unique financial realities of life in professional sports.
Asset management is delivered through our parent firm, Wealth In Yourself, and custody is held at Altruist. A vetted network of specialists handles tax preparation, legal drafting, and concierge execution. Our role is to serve as your long-term financial quarterback.
Tier 1
Rookie Foundations
$250K-1M
Designed for entry-level NHL players, AHL and minor-league players, first or second professional contracts, and players early in their careers who need structure and guidance.
What’s Included:
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Core financial setup (banking, cash flow, automation)
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In-season vs. off-season spending framework
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Investment management and long-term allocation guidance
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Education around U.S., Canadian, and jock-tax basics
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Contract & insurance overview (with referrals)
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Annual planning + season-end review
- Spouse or partner included
- Guaranteed response within 48 hours
Tier 2
Pro Advisory
$1-5M
Designed for established NHL players, players with endorsements or growing complexity, players earning approximately $1M–$5M annually
What’s Included:
- Ongoing holistic financial planning
- Cross-border tax coordination
- Jock-tax & residency oversight
- Trade and relocation impact analysis
- Contract scenario modeling (non-legal)
- Endorsement and entity guidance
- Real estate decision support
- Estate planning coordination (Encore + attorney credit)
- Quarterly Meetings
- Spouse and dependents included
- Priority access with 48-hour response commitment
Tier 3
Elite Family Office
$5-10M
Designed for star players and veteran professionals, players earning $5M+ annually, and families seeking a single point of coordination
What’s Included:
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Everything listed in Tier's 1 and 2,
Plus:
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Full family-office advisory oversight
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Direct coordination with Agents, CPAs and Attorneys
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Advanced cross-border strategy management
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Contract option modeling support
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Residency and tax-impact strategy
oversight
- Endorsement and business entity oversight
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Philanthropy and legacy planning coordination
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Oversight of concierge and lifestyle services
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Monthly or as-needed strategy calls
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Annual in-person meeting
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Extended family coordination
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Highest-priority access
How We’re Different
Traditional financial advice was not built for professional hockey careers.
Most firms focus on managing investments. Taxes are handled somewhere else. Insurance is addressed later. Contracts, relocation, and cross-border complexity rarely enter the conversation. The burden of coordinating all of it quietly falls on the player.
Top Shelf Private Wealth was built differently.
We operate using a family-office approach designed specifically for the realities of professional hockey—compressed earning windows, frequent relocation, cross-border taxation, and career volatility.
Our model is built around alignment.
Flat, transparent pricing with no commissions or product incentives.
Investment management included as part of the strategy—not sold separately.
Coordination between your CPA, agent, and legal team so decisions work together.
Planning that reflects how hockey careers actually unfold.
The objective is simple: reduce financial noise so you can focus on performance.
For players and families navigating a complex career, the difference is not another product or tactic. It is having a coordinated financial system built around your life, your career, and your future beyond the game.
Important Notes
- Fees are fixed annually and based on complexity, not assets under management
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Tax and legal services are coordinated, not performed directly
- Third-party partners provide concierge and lifestyle services
- Availability is responsive and prioritized, not transactional
FAQ
Frequently Asked Questions
Below you'll find answers to some of the most common questions we answer. If you don't see an answer to your question, please feel free to contact us at [email protected] or sign up for a free consultation!
Get Personalized Services In Tax PlanningRetirement PlanningCash FlowReal Estate StrategyInvestmentsEstate PlanningRisk ManagementPsychology and Mindset
Finances can be complex, it’s our job to give you actionable bite-sized steps as part of a larger plan to design your ideal life and take back control of your time and money.
