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Our Expertise

Our knowledgeable professionals can help you deliver the guidance and unique planning solutions your top clients expect as part of a holistic financial strategy.

Individual Planning Solutions
  • WEALTH TRANSFER / ESTATE PLANNING: Protection of assets and wealth for current and future generations through comprehensive wealth transfer and estate planning.
  • RETIREMENT, ACCUMULATION AND INCOME STRATEGIES: Strategies to use life insurance for wealth accumulation and retirement distribution planning to optimize and secure personal wealth.
  • CHARITABLE GIVING: Determining the most appropriate strategies and provide proper planning so clients can truly maximize the impact of their charitable gifts.
  • SPECIALTY EXPERTISE: Lion Street Private Client Group’s Specialty Markets team provides top-level expertise and support in Private Placements, Insurance for Foreign Nationals, Premium Finance and Corporate & Business Solutions.