Our Thinking

The Economic Advantages of a Private Placement Investment Strategy
The impact of income taxes is significant and will drastically reduce wealth accumulation during the life of the client as well as the amount of wealth that can be transferred to subsequent generations of family members or charitable endeavors.

Private Placement Insurance is an ideal strategy for high net worth families who want to maximize the total return of their investments by deferring and potentially eliminating the drag of income taxes.
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Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.