It’s Time For A New Era In Finance

Resilience is the benchmark for enduring wealth

Uniquely positioned with unbiased perspective, we streamline the approach to elite wealth transfer strategies for the most successful families

Preserving, protecting and transferring wealth requires comprehensive and seamless tax, risk and timing mitigation. We welcome established, new and inherited holders of wealth

  • An Individualistic and Thoughtful Approach

    We recognize the uniqueness of your family, and tailor customize solutions driven by your specific needs and goals

  • A Focus on Long-Term Success and Sustainability

    We plan with transformative acquisitions and strategic investment in mind to preserve your wealth as your success and family grow

  • Liquidity Outside Investment Portfolio

    We calibrate and manage your safeguard fund as an invaluable and strategic balance sheet asset

  • Mastering Transitions

    ur focus on estate and legacy planning holistically encompasses your successors and beneficiaries to minimize tax downstream

  • Cost Management

    We provide structural alpha through maximizing tax efficiency, combined with legal entities and jurisdictions, to adhere to your bottom line

  • Legacy Asset and Investment Thesis Preservation

    We focus on safeguarding your legacy assets and adhering to long-term investment strategies that align with your family’s values and objectives

  • Alignment for Excellence with Privacy Focus

    We exceed expectations and maintain strict confidentiality to protect your family’s personal and financial information

  • Independent, Non-Conflicted Ownership

    We partner with a transparent, conflict-free ownership model that prioritizes active collaboration and your family’s interests

How we support families:

  • We employ advanced strategies to minimize tax liabilities, manage risks effectively, and optimize timing for maximum financial benefits

  • We optimize the values of tax-free and counter-party strength for a variety of applications

  • We offer flexible and adaptable options within a structured and rigorous framework

  • We deliver specialized, high-level planning services from leading independent experts

  • We provide extensive underwriting capabilities, funding options, and complex integration for managing large balance sheets seamlessly

  • We ensure proactive management and comprehensive reporting through a state-of-the-art service platform

  • We have exclusive access to off-market opportunities and direct investment channels for families with >$100 m

About ADEO

Delivering solutions for discerning clients since 1995, we are an experienced group of independent experts. Suzanne Jack, founding partner, fourth generation member of a 100-year family business, prioritizes the requirement to prepare, protect and preserve wealth, and the need for congruence in planning

Founding Partner

Transparency

✦

Objectivity

✦

Access

✦

Transparency ✦ Objectivity ✦ Access ✦

The Firm Behind The Firm

To harness the immense potential of our marketplace, we chose Lion Street to support us.  Consistent leaders in serving the top of the market, together we grow one family at a time