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Our Difference

Legacy Succession is proud to be an Owner-Firm of Lion Street, Inc an Intgrity Company, a leading national financial services company owned by fiercely independent financial professionals.

Based in Austin, Texas, Lion Street comprises an comprehensive network of firms who focus on financial strategies for high-net-worth individuals, family offices, business owners and corporate clients.


As Owner-Firms we gain favored access to insurance carriers and financial institutions, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients.

We chose to make a strategic affiliation with Lion Street so that we could advocate on behalf of our clients and enhance the value we provide. In addition to the influential relationships we hold with leading insurance carriers and other financial institutions through our affiliations with Lion Street, we also have access to a powerful peer network for sharing best practices and proprietary technology solutions on the cutting edge of the industry. As a result, we are able to offer our clients the most competitive solutions and products available.

Lion Street is unaffiliated with HTK.