WHO WE ARE
Our leadership team is made up of committed subject-matter experts with experience across a wide-range of industries. We are committed to creating innovative solutions, impactful strategies.
Our organization decided to give access to multicultural families that were seeking to secure and accelerate their wealth while developing their legacy for future generations. We provide unique investment management and wealth advisory with an international focus while curating access to sustainable and socially equitable organizations.
We solve complex challenges for our clients while seamlessly integrating into their operation. We enhance the competitive position of our clients by infusing our intellectual property and social capital thus enhancing their capacity and productivity. We are driven by generating long lasting impact and success for our clients.
values are evident in the work we do, and in the inclusive culture that our colleagues have created Our clients range from early-stage start-ups to growing private companies to government entities. They look to Lionheart Strategy for integrated solutions in situations where the stakes are high.
Lionheart Investments is owned in part by some of the families we serve, making it truly unique in the family office and investment advisory industries. It also allows the cost of the dedicated team of professionals to be shared by the small number of families served by the firm. The success of Lionheart Investments is realized in the long-term success of our clients: a true win-win scenario.