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Who We Are

Lion Street Private Client Group is a business unit of Lion Street, Inc. Lion Street is a privately held financial services distribution company based in Austin, Texas. Founded in 2010, Lion Street provides sophisticated insurance planning for high-net-worth and affluent clients in conjunction with advisors and overall financial planning.

In 2019, Lion Street expanded its distribution to serve the institutional market space through a team of elite point-of-sale professionals located in the major U.S. wealth markets. Lion Street Private Client Group partners 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 APPROACH

COLLABORATIVE

We take a personalized and collaborative approach and back it with expertise, experience, industry-leading technology and operational resources to efficiently create custom solutions designed to meet your clients’ specific needs.