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