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Clarity, Confidence, Control.

Empowering business leaders, professionals, and families to grow, protect, and pass on their wealth with confidence.

Livian & Co. and LLFA featured on

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Who We Help

Entrepreneurs

• Preparing for Liquidity Event
• Business and Personal Wealth
• Minimizing Tax Drag

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Busy Professionals

• Time-poor, Career-focused
• Equity Compensation 
• First-time Homebuyers

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Women in Transition


• Divorce or Widowhood
• Managing Inheritance

• Career and Life Changes

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"They don’t just react to financial challenges as they arise; they anticipate potential issues and develop strategies to address them before they become problems."
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— Richard C.

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Testimonials were given by current clients of Livian & Co. Testimonials are representative of the client’s experience at the time collected and may not be representative of all client's experience. No compensation was provided for these testimonials.

How We Do It

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Data + Insights

Quantitative
Edge

Institutional Grade
• Risk Dashboard
• Tax-loss Harvesting 
• Scenario Stress-Tests

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Behavioral Coaching

Mindful
Money

One-on-One
Sessions
• Bias Assessment 
• Individual Coaching 
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Personalized Financial Plan

Your Wealth Road-Map

Customized Plan
• Cash Flow Planning 
• Retirement
• Tax Optimization 
• Estate and Legacy
• Insurance 
• Tailored Investments
 

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