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Lion Street
Private Client Group

Lion Street Private Client Group is comprised of an elite national network of planning specialists in the major U.S. wealth markets.

We partner with financial advisors and professionals to provide sophisticated planning solutions, business and estate planning strategies and specialized expertise focused on helping high-net-worth and business clients succeed.

OUR TEAM

Our national network gives us access to the latest planning solutions we see coast-to-coast. Our knowledgeable team of professionals work together seamlessly with the client’s tax and legal advisors to design personalized solutions.

INDUSTRY PERSPECTIVES

Insights, analysis and fresh perspectives that give financial professionals and their clients a deeper understanding of planning solutions

WHITE PAPER

Why Your Affluent Clients May Need Life Insurance Now More Than Ever

Life insurance can be a powerful solution to mitigate rising income tax obligations, especially with tax increases likely around the corner. Download our latest white paper for more details.

ARTICLE

InsuranceNewsNet: How Split-Dollar Life Insurance Rescues Non-Profits

Lion Street’s Justin Gladieux, MBA, CEPA examines how non-profit organizations may be able to benefit by using split-dollar life insurance to mitigate the IRC § 4960 excise tax imposed on certain highly-compensated employees in this InsuranceNewsNet Magazine feature article.

VIDEO

Trusts & Estates 2021 Virtual Wealth Forum: “SECURE Act Update: Where Do We Go From Here”

Lion Street’s Vice President, Advanced Sales & Design, Michael Fontanini, MT, CFP®, CLU®, joins fellow presenters, Bruce Steiner and Denise Appleby to discuss the new rules brought about by the SECURE Act and provide practitioners with action to take and suggestions on how to help clients plan for retirement given the changes made by the law. Watch the replay here.

ANALYSIS

Impact of Potentially Higher Estate Taxes and Repeal of Income Tax-Free Basis Step-up at Death

Two new bills introduced by Senate Democrats provide a glimpse of potential tax increases. Download this insightful one pager to see what the impact of the proposed legislation might mean for affluent clients.