Home - Chris O. Jackson

YOUR WEALTH ARCHITECT

My Family Office Approach

hris is the Founder of Lionshare Partners, a trusted financial planning firm. He draws on a decade of multidisciplinary experience to help high net worth individuals and small business owners solves their financial challenges. Prior to founding Lionshare, Chris help managed over 300 million dollars of individual and institutional assets and held senior roles at multiple globally-recognized investment firms.

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 is currently a Board Member of the non-profit organization, Strive LA, a mini-campus for Los Angeles inner city youth. He also serves as a market analyst for the iHeart Radio podcast, “City Watch on the Air.”

Chris believes financial literacy is the key to economic advancement and works with elected officials, teacher unions to support the inclusion of financial literacy courses at the high school level. He works with director/actress Christina Cooper to provide free workshops for the inner city and his Wokeconomics platform helps educate main street to make informed and effective decisions with their financial resources. For more see, https://en.wikipedia.org/wiki/Chris_O._Jackson for complete bio.

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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 ADVICE

You have to review and revise your financial goal as your family and career conditions change. Regardless what your financial situation is, ignorance is not bliss. Knowing exactly where you stand gives you the power to do something about it. Come get your financial report card so you can figure out just how proactive you are with your finances. Download: Financial Report Card

CONSULTING SERVICES

Personal CFO:
Having a personal CFO means that whatever it is you need taken care of, from home to business to personal matters, our team gets it done.
Build Your Own Family Office:
Effective multi-generational legacies is as much about the family as it is about the organization of the assets.
Living Overseas:
In many cases, living abroad is cheaper than living in the US. Get a comprehensive guide to help you find your dream retirement overseas.
White Label Services:
CPA, Attorneys, Insurance Brokers and Realtors should leverage my knowledge improve their margins and provide their clients a frictionless virtual experience.
Entrepreneur Financial Coaching:
Use informal valuation to increase enterprise value by focusing on leadership, planning, sales, marketing, people, operations, finance, and legal.
Custom Employee Wellness Programs:
The Harvard Business Review reported that wellness program returned $3 in both health care savings and reduced absenteeism for every $1 invested.
Planned Giving:
With thoughtful planning, you create win-win solutions for you and your charitable organizations.
Trust Protector Services:
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

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