WHO ARE WE
Our team is made up of committed and passionate entrepreneurs and angel investors who want to create generational wealth for multi-cultural families. We accomplish this by investing financial, social and intellectual capital into dynamic founders who mainly focus on trade, technology, agriculture and finance. We are actively building a network of angel investors who believe in our core values. We also have a management consulting division committed to creating innovative solutions, impactful strategies, and effective results for our clients. It is our passion to turn our client’s visions into effective strategies. Our clients range from early-stage start-ups to growing private companies to government entities. Our blended approach to investing, consulting and angel community development is a unique model that allows us the versatility to add value to our our clients, founders and stakeholders in our ecosystem.
OUR VALUES
Our values are evident in the work we do, and in the inclusive culture that our colleagues have created. 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 and wealth creation opportunities with an international focus while curating access to sustainable and socially equitable organizations.
OUR PHILOSOPHY
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.
OUR PEOPLE
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.
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Why work with us?
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.
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