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High Net-Worth Solutions

Lions Bridge Financial Advisors and the High Net Worth team/Private Client Group at LPL Financial can help provide innovative tax and wealth preservation strategies to clients with liquid assets in excess of $3 Million or income in excess of $500,000 annually. Let us help you and your family address your holistic wealth management needs and provide insights and expertise on:

  • Lifestyle: portfolio income, controlled cash flow, major purchase advise, portfolio longevity
  • Beneficiaries: prudent gifting, intergenerational empowerment, modern family situations, transfer tax mindfulness
  • Asset management: tax-efficiency, income focused, concentration mitigation
  • Philanthropy: strategic giving, family foundations/entities, donation of appreciated assets
  • Tax strategies: income and transfer tax considerations, sale of assets, modification of current strategy
  • Risk Mitigation: insurance, ownership structures, risk assessments