YOUR WEALTH ARCHITECT
My Family Office Approach
C
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.”
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AUDIT YOUR ADVISOR
AUDIT YOUR FEES
AUDIT YOUR BUSINESS
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
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!”
