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  • Home
  • Companies
    • ARC Foundation
    • Lionshare Capital
    • Lionshare Partners
  • Services
    • Divorce Services & Financial Litigation
    • Employee Financial Wellness
    • Strategic Partnerships
  • Speaking
  • Media
  • Events
  • Resources
    • Attorneys
  • Contact
BOOK NOW
  (512) 522-8842
   chris@lionsharecap.com

YOUR WEALTH ARCHITECT

C

hris Jackson is the CEO and Founder of Lionshare Capital & Lionshare Partners. Chris help managed over 300 million dollars of individual and institutional assets and held senior roles at multiple globally recognized investment firms. He draws on a decade of multidisciplinary experience to help high net worth individuals and small business owners solves their financial challenges. Chris brings over a decade of experience and knowledge to valuation, exit planning, and business and financial consulting engagements.

An entrepreneur, speaker and media personality, Chris has been featured in several news outlets such as CNN, Huffington Post, Wall Street Journal, and The Washington Post. He served as a market analyst for the iHeart Radio podcast, “City Watch on the Air.” With extensive expertise in business valuations and exit planning, his strengths include business planning, value enhancements, operational improvements, organizational restructuring, financial modeling, management reporting, benchmarking and turnarounds.

Chris is the founder of Lionshare Partners, financial planning firm and Lionshare Capital, a business consultant practice. Chris has an extensive educational background including a bachelor’s degree from UCLA, studied Investment Theory and Accounting at Harvard, and an MBA from Cal Lutheran University.

He is a Certified Financial Planner (CFP), a member of the National Association of Certified Valuators and Analysts (NACVA), Certified Exit Planner (CExP) from the Business Enterprise Institute (BEI), Certified Divorce Financial Analyst (CDFA) from The Institute for Divorce Financial Analysts and an IRS Enrolled Agent (EA).

Chris was a former Board Member of the non-profit organization, Strive LA, a mini-campus for Los Angeles inner city youth and currently a Hearing Panel Volunteer with CFP Board’s Disciplinary and Ethics Commission in Washington D.C.

Services

STRATEGIC PARTNERSHIPS

We don’t compete with CPAs, Business Brokers, Attorneys or Accountants. We do the work you don’t want to do providing a platform to layer tax, legal and bookkeeping services on top of. You control the client relationship. We work for you and follow your lead.
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EMPLOYEE FINANCIAL WELLNESS

Are you empowering your employees to make educated decisions to improve their financial wellbeing? Experience the joy of giving financial self-reliance to your employees.
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DIVORCE SERVICES AND FINANCIAL LITIGATION

We provide financial services for those in the process of divorce and needing to untangle the complexities of a financial separation.
LEARN MORE

Media

Speaking

Private Consulting for Today’s Entrepreneur, Professional or Retiree

Schedule Free Consultation

AUDIT YOUR ADVISOR

If your advisor says he/she will outperform the market or build a $5,000 financial plan, then you can probably find a better advisor. I help investors make sure they are getting a fair shake by helping them negotiate better fees, benchmark their performance, or move to a flat-fee model. Download: Require or Fire Guide

AUDIT YOUR FEES

Using my T.R.A.C.E True Cost system that highlights FIVE direct & indirect costs that main street must be aware of, I’ve help households save over $20,000 in annual fees, get rid of expensive investment funds or move to commission-free or no-load insurance products. Download: White Paper

AUDIT YOUR BUSINESS

If you do not truly understand your primary channels of revenue, then you do not truly know what type of business you are operating, which means you cannot make good decisions for it. Diligently recording data, measuring and tracking key performance indicators, and learning to apply historical financial data to your everyday business operations and strategic planning will help you make the right decisions. Management accounting reveals your company’s strongest revenue generators, indicating into which parts of your company you should invest revenue. Download: Financial Report Card

FREQUENTLY ASKED QUESTIONS

  • What is a Personal CFO?
    A person CFO is someone who can handle whatever it is you need taken care of, from home to business to personal matters.
  • Should I have a Family Office?
    Perhaps. Effective multi-generational legacies is as much about the family as it is about the organization of the assets.
  • Should I consider Retiring Overseas?
    In many cases, living abroad is cheaper than living in the US. Get a comprehensive game plan prior to flying to your dream retirement overseas.
  • I’m an Attorney. Why should I Co-Brand with you?
    CPAs, Attorneys, Insurance Brokers and Realtors should leverage my knowledge to improve their margins and provide their clients a frictionless virtual experience in areas of expertise that pair well with yours.
  • I’m a Business Owner. How can you Help me?
    First, I can use an informal valuation to increase enterprise value by focusing on leadership, planning, sales, marketing, people, operations, finance, and legal. Second, I can make actional financial intelligence to help CEOs and business owners really understand who their most profitable clients are, what makes them profitable, and figure out if they are pricing their jobs right.
  • Is this the year I should have an Employee Wellness Program?
    Yes, The Harvard Business Review reported that wellness program returned $3 in both health care savings and reduced absenteeism for every $1 invested.
  • What’s the best way to Maximize my Charitable Giving?
    With a thoughtful Planned Giving program. This will create win-win solutions for you and your charitable organizations.
  • How to my make sure my Estate Plan is protected after I die?
    Use a Trust Protector. He/She will ensure that your wishes are fulfilled and that the trust continues to serve the purpose for which it was intended.

My Passion – To provide financial education and empowerment

HeroEs and Zeros

Doesn’t everyone want to make a positive difference in the world? One of the easiest and most direct ways for Chris to give back to his community, who can’t always afford advice, is to provide pro-bono financial coaching. Chris’ Heroes and Zeroes initiative seeks to provide pro bono financial coaching to families of first responders and our military to help build their economic freedom and they protect ours.

Woke Economics

Doesn’t everyone want to make a positive difference in the world? One of the easiest and most direct ways for Chris to give back to his community, who can’t always afford advice, is to provide pro-bono financial coaching. Chris’ Heroes and Zeroes initiative seeks to provide pro bono financial coaching to families of first responders and our military to help build their economic freedom and they protect ours.

What People Say

“I’ve loved having Chris involved in my events. He shows up prepared, he’s super positive, owns the stage, and spends extra time engaging with my attendees. If you’re looking for a speaker for your next event, be sure to work with Chris!”

Julio Garcia II
Founder, JiveLive

“The Golden Soiree was honored to feature Chris Jackson on our red carpet during the Golden Globes after party! Chris provided the perfect balance of value through entertainment and education. We have a wonderful community that fosters creativity and action. Chris fit right in with our culture. We look forward to the possibility of having him involved in the future!”

Jason Bow
Founder, Golden Soiree

“Attorneys can make a great salary but often have no idea what to do to maximize their wealth and set themselves up for a comfortable future. For many years I was one of those clueless attorneys when it comes to financial planning, but Chris Jackson’s advice has lifted me out of my financial foolishness and set me up! Truly a godsend!

Erin Ranahan
Partner, Winston & Strawn

“As busy professionals we are constantly inundated with salesmen, agents and brokers looking to pitch us a financial product. We are looking for pragmatic and value‐driven advice amid this chaos. This book gives specific solutions to my financial concerns that is interesting, easy to read and a huge time‐saver. As always, you have gone above and beyond Chris!”

Anthony Arnold
Corporate Partner, Stradling Yocca Carlson & Rauth, P.C.
"What I love about Chris is that even with this plethora of wisdom, he never makes you feel less than or dumb. He is very down to earth and communicates in a way that empowers the heck out of me. I love this man."
Jessica Green
Actress, CW’s The OutPost
"Chris is a huge LIGHT and he is so knowledgeable and informed about all the money stuff‐ investments, insurance, planning—he is amazing."
Sierra Nowak
Model, Miss Swimsuit USA
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EMMY'S After-Party Interview
EMMY'S After-Party Interview
Celebrating The Green Book's Golden Globe for Best Picture
Celebrating The Green Book's Golden Globe for Best Picture
Interview with CLU Magazine
Interview with CLU Magazine
4
Hanging with Lebron James
Celebrating with Jessica Green from the CW shot The Outpost
Celebrating with Jessica Green from the CW shot The Outpost
Congrats to Sterling K. Brown. Best actor in the game.
Congrats to Sterling K. Brown. Best actor in the game.
Learning about ICOs with Blockchain expert, Jon Stock
Learning about ICOs with Blockchain expert, Jon Stock
Speaking at the Maxim Experience
Speaking at the Maxim Experience
Supporting HIV/Cancer treatment breakthroughs with entrepreneur Julio Garcia II
Supporting HIV/Cancer treatment breakthroughs with entrepreneur Julio Garcia II
At the Library of Congress Dinner with Senator Tim Kaine & Congresswoman nanette barragán
At the Library of Congress Dinner with Senator Tim Kaine & Congresswoman nanette barragán


Chrisojackson.com and CashFit are not registered investment advisory firms. All Wealth Management and Financial Planning services are provided by Lionshare Partners and/or outside registered investment advisory firms.

Contact

 chris@Lionsharecap.com

 phone: (512) 522-8842

This website contains general legal and tax information and does not contain legal and tax advice. Neither Lionshare Partners nor Chris O. Jackson are a law or tax firm or a substitute for a tax attorney or law firm. The law is complex and changes often. For legal or tax advice, please ask a tax lawyer.
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