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Founded by industry veteran Bob Carter, Lion Street aligns the interests of elite advisors, experienced leadership, and sophisticated investors through an innovative structure of shared ownership among these parties.

Lion Street Advisor-Owners operate independent firms that provide life insurance, business insurance, and wealth management solutions to high-net-worth individuals, business owners, and corporate clientele. Lion Street understands the specific needs of these types of practices, and we have structured the company around delivering the leverage, resources, and intellectual capital our advisors need to succeed.

Lion Street was formed in 2010 and is managed by a team of experienced industry veterans with a significant equity investment from Austin Ventures. The name Lion Street is symbolic of the intersection of visionary financial advisors and forward-thinking financial services companies. The “Lion,” like our Advisor-Owners, is fiercely independent and respected, while “Street” represents traditional financial institutional stature.

Blog

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    Six Advantages of Using Life Insurance as an Asset
    April 15, 2014
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    Pay or Play Requirements
    June 17, 2014
  • Wealth Plan Money Tree
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    The Unique Process of the Wealth Plan
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    Ten Reasons Businesses Change Ownership
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  • SSG Companies Advantages of Life Insurance Advice
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    Large Estates Need Life Insurance Liquidity
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    Unlocking the Vault - Business Transition Planning
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  • SSG Life Insurance Policy Audit
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    The Value of a Life Insurance Policy Audit
    October 24, 2016
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    Employee Benefits Issues and Solutions
    October 24, 2016
  • Gift of Lifetime Wealth Management Strategy
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    The Gift of a Lifetime Wealth Management Strategy
    October 25, 2016
  • Wealth Transfer Legacy Issues and Solutions
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    Wealth Transfer Legacy Issues and Solutions
    October 25, 2016
  • Buisness Transition Continuity Issues and Solutions Planning
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    Business Transition Continuity Issues and Solutions
    October 25, 2016
  • SSG Companies Wealth Transfer Provider
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    Federal Estate Tax Repeal
    December 1, 2016
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    Harvesting Wealth from your Business
    February 15, 2017
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    Corporate Benefit Liability Funding
    February 24, 2017

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