Lions Financial

Lions Financial

Financial Services

New York, NY 2,688 followers

Focused on serving the business and wealth management needs of our clients

About us

We are an Independent Financial Services & Business Advisory Firm In business, it is crucial to track every dollar that goes in and out; each business decision impacts your company. Here at Lions, we can help you implement strategic processes to obtain higher business growth and meet your long-term business goals. This frees us to prepare better-customized wealth management solutions to serve each of our client's unique needs and wants. The businesses we help most are: *Entrepreneurially-run and privately-held *Are sole proprietor, family-owned businesses, or partner-owned businesses. *Have been in business at least three years, generate between $3 million -$50 million annual revenue, in growth mode In addition to providing professional help with complicated business transactions, we are helping increase the likelihood that each business will be qualified to buy or to be sold. Our business advisory practice includes: business planning, transformation, organization, performance improvement, customer strategy & marketing, enterprise value, information technology, and results road-maps. We focus on providing the following financial advisory services: For businesses: Business succession plans Key-person protection plans Executive benefit plans Employee benefit plans For business owners: Financial & estate plans Asset & wealth management plans Retirement income plans Philanthropic plans To better leverage our various prior business category work experiences, we provide our advisory solutions in the following sectors: 1. Automotive 2. Commercial Real Estate 3. Hospitality 4. Retail & E-tail 5. Financial Services 6. Biopharmaceuticals & Healthcare 7. Marketing & Advertising 8. Engineering (including renewable energy)

Website
http://www.lions.financial
Industry
Financial Services
Company size
11-50 employees
Headquarters
New York, NY
Type
Privately Held
Founded
2015
Specialties
Deferred Compensation, Estate Planning, Executive Compensation, Succession Planning, Capital Raising, Business Planning, Wealth Management, Consulting, Start Up, Tax Saving Strategies, Business, Fee Based Planning, Buy Out Agreements, and Employee Benefits

Locations

Employees at Lions Financial

Updates

  • Lions Financial reposted this

    View profile for Ariel Serber, graphic

    Advocate for financial empowerment, literacy, and independence. Advisory solutions and problem solving for businesses; risk management, business planning, building brand equity, capital raising and more.

    When trillions are compounding on top of trillions we're not just talking real money...we're talking earth changing, industry shaping, multi-generational entrenching, universe influencing wealth. Not talking about rich, talking about wealthy. Family offices are the vehicle for much of the world's wealth now and into the future. The shift in capital is like a huge powerful magnet attracting deals, opportunities, talent, and of course, money begets money. They have always been a cornerstone of long-term wealth and legacy; now the numbers have exploded as have their more complex needs, demands, expectations, and risks. Family offices will shape the financial future, on their own time frame. They manage not just assets, but vision and mission, a reflection of what's important and meaningful to the family. They have access to any asset class or vehicle or instrument and are able to create tons of value for their holdings over lifetimes. There are costs and responsibilities of course. To justify this, they must actively manage key risks: Governance and Succession - Without clear leadership and a well-structured plan, wealth can erode across generations. Concentration Risk - Too much exposure to specific sectors or illiquid assets can be dangerous. Cybersecurity and Fraud - Significant wealth and power make them targets for fraud and cyber threats. Talent and Expertise - Unlike institutional funds, family offices don’t always have built-in infrastructure; recruiting, retaining and rewarding top-tier talent is critical. For startups and founders, engaging with family offices requires a different approach with pros and cons. *They have their own way and agenda: their timelines and motivations aren’t dictated by fund cycles. *Many are values-driven: aligning with their long-term vision can be more important than a fast exit. *They expect personal relationships: warm introductions, referrals, and trust-building are key. The rise of family offices isn’t just a trend. Those who understand their role in the financial ecosystem will be positioned to build lasting relationships and create real impact for generations to come. I'd love to hear your thoughts on the future of wealth. Any insights, best (or worst/to avoid) practices or experiences that you've learned from that can be shared? Looking forward to this ongoing conversation, it's such a vital and vibrant topic.

    How family offices became the investment powerhouses behind America's wealthiest dynasties

    How family offices became the investment powerhouses behind America's wealthiest dynasties

    fortune.com

  • Lions Financial reposted this

    View profile for Ariel Serber, graphic

    Advocate for financial empowerment, literacy, and independence. Advisory solutions and problem solving for businesses; risk management, business planning, building brand equity, capital raising and more.

    Equity! Founders, employees, and funders needs to keep eyes on equity. Whether it's their own or someone very close to them; you're growing a business, growing that pie, and you have to understand your slice of it all. It's what you're putting your blood, sweat, and tears into. Every aspect of life has tradeoffs - it's no different here. You take outside money, you give up a piece of that pie, that equity. Incentives need to be aligned, expectations managed, talent recruited and retained. It's all a juggling act on the way to accomplishing the mission, solving the problems, making customers happy...but if your equity isn't right it could all go wrong. Make sure it goes right. Plan ahead, keep track, manage risk, take on the right investors and people and advisors. Be smart. Read the whole thing from Carta, Peter Walker and team do it again - https://lnkd.in/enJwFJp7

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  • Lions Financial reposted this

    View profile for Ariel Serber, graphic

    Advocate for financial empowerment, literacy, and independence. Advisory solutions and problem solving for businesses; risk management, business planning, building brand equity, capital raising and more.

    Transfer does not describe what's coming in the financial world; it's more like a tsunami that can reshape continents. The majority of the estimated $84 trillion in wealth being transferred by 2045 will be controlled by women. In the known history of the universe, nothing like that has ever happened. Yadda yadda, the patriarchy, etc. It was only after 1974 that women could open a bank account, get loans, and access other financial services by themselves. There had to be a law, and loads of people have no concept of that. It's true.gif This new wealth and empowerment will manifest in lots of ways, impacting: * Investing: More focus on strategies that are more values based. * Philanthropy: Prioritize giving to address education, healthcare, and community development. * Entrepreneurship: Increased funding for female-founded led by community focused channels outside the traditional venues. This will take preparing and communication. To succeed: - Be financially literate and informed - Assemble a trusted team, strong networks and community - Demand a Seat at the Table...or you're on the menu - Define your goals, a clear mission and vision to drive action and impact For the financial services firms and institutions, especially at the face to face eye to eye level, the choice is clear. Adapt or die. Focus on relationships, not AUM or transactions. Change the demographics up. The industry needs new blood and ideas, desperately. Build up educational and outreach programs. Create value, knowledge, and access up-front. Technology but not at the expense of the user experience. The effects of this tsunami will hit everything the financial world touches; which is, basically, everything. The best time to prepare for transformation is ahead of time - pretty hard to build the plane after takeoff. How can everyone collaborate to make this happen and shape the future into a better world? I'm looking forward to your thoughts and feedback, thanks!

    Baby Boomer Women Are Now Deciding the Fate of Trillions of Dollars

    Baby Boomer Women Are Now Deciding the Fate of Trillions of Dollars

    wsj.com

  • Lions Financial reposted this

    View profile for Ariel Serber, graphic

    Advocate for financial empowerment, literacy, and independence. Advisory solutions and problem solving for businesses; risk management, business planning, building brand equity, capital raising and more.

    Do we appreciate enough that we're living in a time with some absolute math and game changing GOATs. This is an incredible visualization of Stephen Curry's record setting (not done yet) career instant HOF career. Yes he has one of one, otherworldly talent. He wasnt the top recruit into college. He wasnt the top pick that year. It was actually a great draft class but, uh Hasheem Thabeet? Come on! What's totally separated him into another level is the work, the heart, competitive drive, the endless drills and practices along with tip coaching, teammates, family support system (good genes don't hurt either), great fans, excellent attitude and mindset, mission and vision. Probably a lot more too. It takes a lot to maximize talent anywhere close to 100%; this is a miracle. Let's appreciate it, learn from it, and apply it in some small ways into pur own lives.

  • Lions Financial reposted this

    The 1st Israeli Cyber Exits Landscape report. As an investor, I want to know and be able to easily assess the most likely and suitable path to exit of my cyber investments. I want to know how much time it will take, what's the expected exit size and who is buying, what the best stages to invest in are, the best early-stage VCs to partner with, the top categories driving M&A waves and Seed Waves, and be able to predict future trends to become smarter. I want to know if it really matters whether I invest in a 1st timer vs. a serial entrepreneur. Or if it's really worth it to go the distance to IPO. Becoming a smart investor is about predicting future trends. Future trends are based on your ability to analyze the repeatability of past events. This can often be described as a 'gut feeling'. But sometimes the gut feeling isn't enough. So let's let the data talk. Featuring quotes from three extremely talented Founders who have seen great exits in the last year - Ofer Ben-Noon, Dan Benjamin, and Jonathan Roizin - and Gili Raanan who has been one of the most influential forces driving success for Israeli cyber, helping us become the powerhouse we are today. #Cybersecurity #Investments #Data #IsraeliTech #NoMatterWhat https://lnkd.in/dP3vnpVJ

  • Lions Financial reposted this

    View profile for Ariel Serber, graphic

    Advocate for financial empowerment, literacy, and independence. Advisory solutions and problem solving for businesses; risk management, business planning, building brand equity, capital raising and more.

    If you think about it, it's nearly impossible to bring a company all the way from startup to IPO. The chutzpah. The gall. And that's during calm times with the markets, business environment, mood, interest rates, animal spirits all coming together in just the right ways. It's by no means easy. If it was easy it's probably wasn't a viable idea, easy is a red flag. So how is it possible for Israel's startup ecosystem to have a number of startups potentially going public here in America in the coming new year? Is it the trauma and challenge itself that creates the innovation, forces entrepreneurs to think differently, embeds the anything is doable resilience that it takes? What do you think?

    Optimism grows for Israeli tech IPOs amid global market recovery | CTech

    Optimism grows for Israeli tech IPOs amid global market recovery | CTech

    calcalistech.com

  • Lions Financial reposted this

    View profile for Ariel Serber, graphic

    Advocate for financial empowerment, literacy, and independence. Advisory solutions and problem solving for businesses; risk management, business planning, building brand equity, capital raising and more.

    America F Yeah! but for markets and wealth creation! Impossible to wrap our brains around just how monstrously massive the wealth buildup in America has been. Visuals go far but the size and scale of trillions is beyond comprehension. Remember also, this doesn't include lots of privately held assets, a huge piece of the portfolio for investors, business owners and their families. Handling the transfer of all these assets, all this property, all these businesses will be a humongous undertaking with all kinds of unseen and unknowable consequences. The time for conversations, planning, thinking, educating, and executing is right now. What are you doing in your business, family office, community, in your own portfolio to plan, protect, and prepare? Let's have that conversation.

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  • Lions Financial reposted this

    View profile for Ariel Serber, graphic

    Advocate for financial empowerment, literacy, and independence. Advisory solutions and problem solving for businesses; risk management, business planning, building brand equity, capital raising and more.

    Money, access, and success are clearly incredible magnets for more of the same creating its own flywheel. Investors want in on the best deals, AI needs lots of money to work and yadda yadda we get 3/4s of investment into VC going to just 30 firms... But when all the money's zigging, does that make it more or less likely to do well, to outperform? Or is it setting an impossible task to create leverage and sustain alpha? What do you think? Via PitchBook https://lnkd.in/gkFZXKSg

    • No alternative text description for this image
  • Lions Financial reposted this

    View organization page for Empathy, graphic

    23,351 followers

    This Life Insurance Awareness Month, take time to ensure you’re leaving a legacy of care and security for your loved ones. Life insurance isn't just about finances—it’s a way to guarantee your loved ones are supported in both the short and long term. Whether you’re building wealth or preparing for the unexpected, life insurance offers peace of mind that your legacy will live on. It’s never too early to start planning for tomorrow. Are you ready to secure your legacy? Read more to learn how life insurance fits into your estate planning: https://hubs.la/Q02Qt1XJ0 #September #LifeInsuranceAwarenessMonth

  • Lions Financial reposted this

    View profile for Ariel Serber, graphic

    Advocate for financial empowerment, literacy, and independence. Advisory solutions and problem solving for businesses; risk management, business planning, building brand equity, capital raising and more.

    When we're talking trillions, we're talking real money. Shape the world money. That's what we're talking about when we're talking about family offices. We can't understand the world of wealth, investing, and money without understanding the role and impact that family offices have had. And as powerful as they already are, the next decade will see an explosion in their size and scope. And that's off a multi-trillion baseline, numbers we can not wrap our minds around. Some numbers and takeaways from this Deloitte report: * There are around 8,030 single family offices in the world today, up from 6,130 in 2019. This number is projected to grow by to 10,720 family offices by 2030 - a 75% increase over this roughly 10-year period. That's an unbelievable explosion in families managing significant assets.   * A regional breakdown - 3180 single family offices in North America, 2290 in Asia Pacific, 2020 in Europe, 290 in the Middle East, 190 in South America, and 60 in Africa. * In 2019, the wealth for families with family offices was $3.3 trillion. Today it's up to $5.5 trillion - a 67% increase in five years. By 2030, that number will hit $9.5 trillion. That's a pretty insane increase over basically a decade. Family offices’ total estimated assets under management is now $3.1 trillion and is expected to reach $5.4 trillion by 2030. That's a 73% increase...over 6 years! * Women are still underrepresented but taking on more leadership roles - serving as the principals of 15% of family offices worldwide.In North America, women are the principals of 12% of family offices, in Europe 20%, Asia Pacific 18%, the Middle East 10%, South America 17%, and Africa 21%. * Family offices spend roughly half their time on portfolio management and direct investing and less than 10% on training the next-gen and philanthropic activities. * Based on this survey they believe they will become more institutionalized and professionally managed (66%), and that their portfolios will become more diversified across asset classes and geographies (55%). 38% believe family offices will increasingly transition from being embedded in the family’s operating business to become independent structures. Look through this entire report, print it out, and share - it's an important resource full of insights. What are your thoughts and takeaways? https://lnkd.in/eASN2xtp How they allocate assets will change and influence businesses and economies and countries. How these families pass down the legacies they've built up (and not just the businesses, shares, real estate) will disrupt and shape the world and how we solve problems, develop technologies and innovation, and may cause some other problems along the way...

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