RELATIONSHIP-FOCUSED WEALTH MANAGEMENT

Lions Wealth Management works with a select group of high net worth families who are managing multiple priorities and challenges. We help our clients preserve, grow and manage their wealth, so they can use it to create the kind of impact they want, wherever life takes them. In addition to integrated nancial management, we also o er guidance on complex wealth considerations.

WE UNDERSTAND CONCENTRATED WEALTH

Many clients come to us holding sizable business interests, concentrated or control stock, or other large equity stakes. Our team is adept at helping to monetize these kinds of assets. We can give you knowledgeable advice on:

10b5-1 trading plans and Rule 144 trading • Asset allocation and hedging strategies
Liquidity and cash ow management
Tax and charitable giving strategies

WE CAN HELP YOU TRANSFER WEALTH SMARTLY

Clients with substantial wealth often leave a substantial legacy. Our team is adept at developing tax-smart wealth transfer and gifting strategies that help you put pass on your assets in the ways that you want. We can help
you with:

Family nancial education and preparing heirs for inheritance • Managing inherited assets
Life insurance trusts
Estate and trust planning
Philanthropic solutions

Our relationship with you is based on clearly de ned, ongoing processes designed to understand and keep pace with your wealth outlook, your family’s lifestyle and your changing nancial priorities.