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Crescent Private Client Group partners with financial advisors and professionals to provide sophisticated planning solutions, business and estate planning strategies, and specialized expertise focused on helping high-net-worth and business clients succeed.


Insights, analysis and fresh perspectives that give financial professionals and their clients a deeper understanding of planning solutions


Why Your Affluent Clients May Need Life Insurance Now More Than Ever

Life insurance can be a powerful solution to mitigate rising income tax obligations, especially with tax increases likely around the corner. Download our latest white paper for more details.


InsuranceNewsNet: How Split-Dollar Life Insurance Rescues Non-Profits

Lion Street’s Justin Gladieux, MBA, CEPA examines how non-profit organizations may be able to benefit by using split-dollar life insurance to mitigate the IRC § 4960 excise tax imposed on certain highly-compensated employees in this InsuranceNewsNet Magazine feature article.


Trusts & Estates 2021 Virtual Wealth Forum: “SECURE Act Update: Where Do We Go From Here”

Lion Street’s Vice President, Advanced Sales & Design, Michael Fontanini, MT, CFP®, CLU®, joins fellow presenters, Bruce Steiner and Denise Appleby to discuss the new rules brought about by the SECURE Act and provide practitioners with action to take and suggestions on how to help clients plan for retirement given the changes made by the law. Watch the replay here.


President Biden’s 2023 Green Book Proposal – The Specter of Possible Tax Increases Continues

On March 28, 2022, the U.S. Treasury Department released its 2023 “Green Book,” known as the General Explanations of the Administration’s Fiscal Year 2022 Revenue Proposals. Contained within it are various proposed tax increases on high-networth individuals and businesses.

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Securities offered through Lion Street Financial, LLC., Member FINRA & SIPC. Investment Advisory Services offered through Crescent Wealth Advisory an investment advisor registered in the State of Georgia. Crescent Wealth Management and Lion Street Financial are not affiliated.
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