Lions Assurance Financial

We are an independent business consulting and wealth management advisory firm

Our Focus

We focus on serving the business and wealth management needs of two types of clients:

Privately-held business: Independent Owners, family owned and business partners.

Capital-providers¹:


✓ Investment banks
✓ Private equity firms
✓ Venture capital firms
✓ Capital advisory firms
✓ Accredited investor platforms
✓ Specialty finance firms
¹LAF supports registered FINRA/SIPC members in good standing, and who are SEC compliant

The LAF Difference

What's different about LAF’s approach to business consulting and wealth management advisory?

We approach wealth management advisory for our clients in a holistic manner,  taking into
consideration all four inextricably linked wealth management aspects:

Financial:

advisory & solutions support for financial wealth management.

Organization:

advisory & solutions support for organizational wealth management.

Communications:

advisory & solutions support for communication wealth management.

Technology:

advisory & solutions support for technology wealth management.

What’s unique about this?

Advisory & solutions support firms typically specialize, on a silo basis, in just one of these four wealth management disciplines – and boutique firms often in just one sub-category. This compels clients to patch together often competing, conflicting, and confusing advisory & solutions support for their inextricably linked finance, organization, technology, communication wealth management needs. Instead, our team collaborates, closely, with our clients and their various other trusted suppliers to better orchestrate wealth management solutions on a holistic basis:

What is the work-process LAF uses?

FOUR-STEP SIRE© PROCESS​

A closed-loop, value-focused, four-step SIRE© work-process for each of our services:

Step 1: Survey
Step 2: Insights
Step 3: Recommend
Step 4: Execute

Our Team

Ariel Tavor

President

Keith Yagnik

Director

Ariel Serber

Director

Michael Kikoz

CTO

Looking for a Better Financial Advisor?

service@lionsassurancefinancial.com

646-586-3053