Lion’s Wealth is not solely an investment firm. We handle every part of your financial world, from estate planning to tax mitigation to charitable planning and everything in between. We understand that the five biggest concerns of high net worth families are: Wealth Preservation, Efficient Tax Planning, Estate Planning, Asset Protection and Strategic Charitable Giving, and so our areas of expertise align with those areas and more. Click through the below photos to learn how our team addresses your needs in each of these areas.
