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

Individual Planning Solutions
Corporate & Business 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.

BUSINESS SUCCESSION PLANNING: We can help business owner clients prepare for liquidity events, succession planning, and the transition of their biggest asset
AFTER TAX PLANNING: Strategies for individual ownership through corporate sponsorship
COMPENSATION & RETENTION STRATEGIES: Strategies to help recruit, reward and retain the best employees with more than qualified plans
ASSET STRATEGIES: COLI, BOLI and ICOLI present tax-efficient investment strategies for large companies
BUSINESS PROTECTION: Help protecting clients’ businesses from death and disability with multi-life focused plans for protection

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