Lion Street Firms are both industry thought leaders and the market authority for high-net-worth, high-income, and business-owner clients. Our experts bring innovative ideas, strategies, and practical solutions that help solve complex planning problems.
Because of our deep expertise with advanced planning and large case designs, our Firms can partner with you to implement sophisticated life insurance and wealth planning solutions to produce better financial outcomes.
Our Firms lead the way in strategies such as:
- Mitigating estate and income taxes and maximizing wealth transfer
- Increasing the income from a retirement portfolio and maximizing its legacy value
- Maximizing the profitability of a business through rewarding and retaining key employees
- Ensuring the desired transition of a private business from one generation or owner to another
- Enhancing the legacy impact of philanthropic gifts
Our entire network of independent Firms is supported by Lion Street’s dedicated, in-house experts in advanced case design, planning, and underwriting.