Wealth Transfer Planning
Distributing for this generation and upcoming generations
Your wealth doesn’t just represent security, contentedness, and opportunity for yourself. It ultimately distributes that for your family, as well. Our team partners with your trusted tax and legal advisors to provide for a comprehensive and cohesive plan. We work along with you and your counsel to fund an estate plan that states your wishes, helps to protect your loved ones, and assists with sound tax planning, to preserve your wealth for future generations.
Why Choose Us?
PensionmarkMeridien’s team of experienced insurance agents will review your plan on a continuous basis to be absolutely certain that it continues to fulfill your long-term objectives. Prudent steps must be taken to help minimize tax effects and to create the most effective means to finance the tax liabilities or legacy needs that arise.
Our clients appreciate the time we take to understand their goals and motives and develop advanced, integrated strategies to preserve assets through further generations.
Our five decades of experience serving affluent families across the United States gives us a broad and fresh look on the many planning strategies available. Our relationships at the highest levels of leading, national insurance carriers provides our clients with optimal underwriting results and service experience.
Lion Street Firms serve their clients and professional partners through independently owned Firms with diverse expertise and practices.
Lion Street Firms have built mature practices that provide advanced financial planning solutions to meet the complex needs of their clientele. Each Firm that is part of Lion Street is also an equity partner. Currently, over 200 independent Firms hold equity in Lion Street.
Lion Street is a leading financial services company based in Austin, Texas. Lion Street provides its elite network of Firms and financial professionals access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated needs of high-net-worth and corporate clients.