Wealth Management & Financial Planning

Exclusive Portfolio Management Resources

Through an exclusive arrangement, LionsGate Advisors offers a full suite of AI-assisted portfolios that turn market volatility to an advantage.

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Life Insurance as an Asset

Using advanced life insurance and annuity strategies, LionsGate Advisors is able to build financial plans that maximize certainty of retirement income while minimizing tax liabilities and market risk.

Asset and Private Placements

For the qualified investor, LionsGate Advisors has access to an active roster of promising pre-IPO placements, including in companies that are already becoming household names.

Family Office Design and Administration

The management of multi-generational wealth requires strategy, coordination and expertise. LionsGate Advisors works closely with high- and ultra-high-net-worth families to identify, acquire and incorporate appropriate investment, legal and family dynamic protections so you have the freedom to enjoy the opportunities that wealth can provide.

We seek to empower families through detailed planning and open, regular communication to ensure your decisions are in alignment with the long-term vision of your legacy, and sustainable for generations to come.

Assembling the Right Advisors

LionsGate Advisors is a center of influence for a roster of nationally recognized tax strategists, estate planning counselors and family dynamic facilitators. We can identify your needs for trusted advisors that specialize in the strategies most important for the successful long-term administration of your family office.


After your team of trusted advisors has been assembled, we coordinate their efforts, ensuring that each of them understands the big picture so that they can develop strategic options that fit together to support every aspect of your family office.

Schedule a 30-Minute Meeting with an Advisor

Schedule a 1-Hour Meeting with an Advisor