Who We Serve

At Lashkari Wealth Management & Insurance Solutions, we provide tailored wealth management strategies for innovators, entrepreneurs, and families dedicated to building lasting legacies. Our comprehensive financial planning, investment management, and protection planning services are designed to meet the unique needs of those who are shaping the future.

 

Whether you're navigating equity compensation, growing your family, or planning for multi-generational wealth transfer, we are here to guide you every step of the way.

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Tech, Aerospace & Defense Professionals

Navigating equity compensation packages requires specialized expertise. We help tech, aerospace, and defense professionals navigate the complexities of:


• Restricted Stock Units (RSUs)

• Stock Options (ISOs & NSOs)

• Employee Stock Purchase Plans (ESPPs)

• Tax-efficient exercise strategies

• Diversification planning

• AMT mitigation


Our strategies help turn equity compensation into lasting wealth while managing the unique tax complexities of concentrated stock positions.

Business Owners

Building and protecting your business requires comprehensive planning. We help business owners secure their legacy through:


• Defined Benefit Plans & Cash Balance Plans

• Business Continuity Planning

• Buy-Sell Agreement Funding

• Key Person Insurance

• Cash Flow Optimization Strategies

• Executive Compensation Planning


The goal is to help your business thrive today while creating a seamless transition plan for tomorrow.

Families

& Estates

Protecting your family's wealth across generations requires thoughtful planning and coordination. We help families preserve and transfer wealth through:


  • Multi-Generational Wealth Transfer Strategies
  • Comprehensive Estate Planning Coordination
  • Trust and Legacy Structure Design
  • Premium Financing & High-End Insurance Solutions
  • Family Governance & Continuity Planning
  • Charitable Giving Strategies


This holistic approach we take helps families and legacies endure while providing financial security and peace of mind for generations to come.