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The Vérité Network

At Vérité, we are firm believers that wealthy families and/or their advisors should only work, across other areas, with experienced financial specialists to ensure disciplined collaboration and a coordinated financial plan. That’s why we are privileged to be one of the elite independent insurance firms who are owners of Lion Street.

Lion Street focuses on providing high-net-worth individuals, family offices, business owners and corporate clients with comprehensive financial solutions to meet their unique planning needs.

As owners of Lion Street, we have access to a national network of peers to stay ahead of industry trends, and exclusive access to tools and resources enabling us to collaborate with the industry’s best and brightest to meet the complex planning requirements of America’s wealthiest families.

Our network of professionals include industry specialists in the areas of:

  • Life Insurance
  • Estate Planning
  • Family Office Services
  • Investment Advisory
  • Charitable Giving
  • Tax Planning
  • Risk Management
  • Much, much more…
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