Lions Wealth Management

The firm provides estate planning, tax strategy, and family governance advisory alongside investment management. This integrated model helps families coordinate across multiple advisors.

The firm participates in direct investments and fund commitments. It leverages pooled capital from multiple client families to access institutional-grade opportunities that might be unavailable individually.

Minimums are not publicly disclosed. Multi-family offices typically require at least $10 million to $50 million in investable assets per family.

The firm primarily serves high-net-worth families rather than institutions. It operates as a multi-family office, meaning it aggregates capital from individual families to achieve scale.

The firm focuses on North American markets, with additional selective exposure to developed European and Asian markets. It prioritizes stable regulatory environments and liquid markets.