We specialize in providing tailored financial solutions for businesses, executives, and high-net-worth individuals. Primarily Bank & Insurance Owned Life Insurance (BOLI/COLI), executive retention consulting, and Non-qualified Deferred Compensation (NQDC) plan design. The firm also focuses on Benefit Restoration Plans, Business Succession Planning, Guaranteed Issue Structuring, Premium Finance, and High Net Worth Estate Planning, helping clients enhance business continuity, manage risk, and preserve wealth for future growth.

Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. Institutional Architects LLC and LSF are not affiliated. LSF does not provide tax or legal advice. 

Banking

Consulting

Institutional Architects

Org chart

Teams

Offices

Similar companies