Our Holistic Wealth Management has one singular goal: to preserve and enhance the legacy of the families and businesses we serve. Through our established fiduciary process, we develop and deploy highly customized solutions that take into consideration a vast array of complex financial facets, mitigate risk, and utilize unique opportunities. Holistic Wealth Management places you and your unique objectives as our top-priority. Select one of the icons below to learn more.
Estate & Income Tax Estate planning emphasizes an array of complex matters that include income, gifting, and estate tax considerations; asset protection; business succession planning; incapacitation; guardianship; and family missions. Compartmentalizing any of these components can be detrimental. Professional collaboration among trusted advisors is key to bringing the pieces of this complex puzzle together. It is critical that solutions to maximize the value of your estate are seamlessly integrated with your retirement, financial, and income tax planning strategies. Our team strives to create a cohesive plan characterized by a thorough, proactive, and comprehensive approach to estate planning. Legacy How do you want to be remembered? What impact will your life have on the lives of others? The impact you make creates a ripple effect in the lives of those you touch, inspiring others to want to do the same. Your legacy is determined by the choices you make with your family, wealth, career, philanthropic pursuits, and academic endeavors. We believe legacy is comprised of the consistent, positive actions you take in all these areas over time and is carried on in the lives of others you’ve touched because of your actions. Making an impact and creating a financial legacy are achieved by first having a clear and concise mental picture of what impact you want to have. It requires the same focus, effort, and dedication as that of a professional athlete. Success in this area of life is not an accident and it requires the expertise and framework of an integrated resource network of professionals to help you achieve specific, measurable results in the most tax efficient and effective ways possible. We collaborate with trusted advisors to set a plan in motion that is consistent with your individual vision, values, and beliefs while helping you craft the legacy you desire. Risk Management Risk management begins with strategic, non-traditional approaches to asset allocation and the use of uncorrelated investment strategies. Benjamin Graham, known as “The Dean of Wall Street,” stated that, “the essence of investment management is the management of risk, not the management of returns.” We share this sentiment and work to deploy solutions to help you achieve your long-term goals. Insurance We believe in challenging the conventional, mainstream thinking prevalent in today’s wealth accumulation and distribution models and we work to deliver sustainable value to the families and businesses that we have the privilege to serve. As an independent practice, LionsGate Advisors has built strategic partnerships that allow us to select the most appropriate carriers, leverage policy anomalies, and create customized insurance strategies that help achieve the specific goals of our clients. Our team specializes in life insurance solutions to craft comprehensive strategies for high net worth families who seek tax efficiency and true non-correlation of assets. We also offer an array of annuity and long-term care solutions for our clients. Life Insurance Life insurance vehicles are not one-size-fits-all products; often they are the foundation for achieving highly customized solutions for our clients' unique objectives. We believe that a properly conceived and constructed life insurance strategy is an important asset class that addresses taxation, income, volatility and legacy in a unique way. Our resource team has over 73 years of experience in analyzing and implementing these solutions in the ever-changing world of carriers and note structure. Annuities An annuity is a long-term investment issued by an insurance provider. It is designed to help accumulate assets to provide income for retirement and help protect individuals from the risk of outliving their income. Your purchase payments — or contributions — are converted into periodic payments that can last for a lifetime. Long-Term Care Long-term care insurance helps provide financial assistance to individuals with chronic illnesses, disabilities or other conditions over an extended period of time. This type of coverage may help families protect their accrued wealth from the high cost of medical care if a family member experiences an unplanned or debilitating illness. Cash Management Cash-flow planning is a strategy employed to forecast cash inflows and outflows over an extended period of time. Regarding insurance, these plans refer to the coordinated payment of insurance premiums. Within income-tax planning, it is the utilization of tax knowledge and tools before year-end to estimate income taxes, taking the appropriate credits and deductions and potentially reducing taxable income. In regard to debt payments, it is a plan to utilize positive arbitrage of your accounts to free up cashflow and maximize credit line efficiencies. Investments & Financial Planning Our investment philosophy is driven by the collective knowledge and market experience of LionsGate’s principal advisors. This collaborative team of investment minds is responsible for defining our firm’s view, as well as identifying solutions for strategic and tactical opportunities in your family’s investment portfolio. With objective independence, we ground our investment services in a philosophy that is predicated on growth, preservation, and protection of wealth combined with tax efficiencies.