Lionsgate Investments, Inc. will give you peace of mind in knowing you’ll have a lasting wealth management firm for you and your family. We offer consulting to setup and transfer intangible assets, while identifying the key financial objectives you’ll need, working to extend your values. We have the experience, ability, and knowledge to establish, manage, and perfect the right plan for you. Have confidence in us, we deliver what we promise time and time again.
Estate planning and financial planning can sometimes be a great challenge for the common person. You probably have spent many years building your legacy for your financial heirs, but many obstacles can overburden multi-generational wealth. A simple estate plan allows you to decide who will receive your assets upon your death, and advanced tax planning will enable you to pass wealth to your loved ones. Estate tax planning is vital to your family’s wealth. It’s often more important than investment planning. We do both.
We work with your existing legal counsel, saving you money and improving the effectiveness of your estate planning. We are dedicated to creating a comprehensive plan amidst a dynamically changing tax and economic environment. We stay informed and update to date with the latest transfer tax laws to develop timely planning strategies ensuring the that you take the best course of action to preserve your families wealth.