LionX Advisors

Single Family Office (SFO)Miami, United States
Miami
Headquarters

About LionX Advisors

Lion X Advisors, is a Single family office (SFO) and a private company that manages investments and trusts for a single family. The company's financial capital is the family's own wealth. We also provide family management services, which includes family governance, financial and investment education, and succession planning.With today's changing landscape in wealth management, LionX Advisors sole function is to centralize the management of a significant family fortune. The purpose of the family office is to effectively transfer established wealth across generations. The family office invests the family's money, manages all of the family's assets, and disburses payments to family members as required.

Preferred Investment Types

Joint Venture/PartnerPrivate DebtVenture Capital - Early StageBridge FinancingMergers & Acquisitions/BuyoutsDistressed Debt InvestingStructured EquityJunior/Mezzanine FinancingManagement BuyoutRecapitalizationPrivate EquityProject FundingVenture CapitalInvestment FundsSecurities

Preferred Sectors & Themes

ETFsRetirement PlanningLegal & Tax ServicesTrust ManagementWealth & Estate PlanningEquity/Mutual FundsInvestment ManagementStartups & ManagementFinanceTraditional Investments (Liquid Assets)Financial ServicesAlternative Investments

Preferred Geographies

United States

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Frequently asked questions

What type of investor is LionX Advisors?

LionX Advisors is a single family office (sfo) based in Miami, United States.

Where is LionX Advisors headquartered?

LionX Advisors is headquartered in Miami, United States.

What does LionX Advisors invest in?

LionX Advisors focuses on Joint Venture/Partner, Private Debt, Venture Capital - Early Stage, Bridge Financing, Mergers & Acquisitions/Buyouts, Distressed Debt Investing, Structured Equity, Junior/Mezzanine Financing.

How can I contact LionX Advisors?

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