Samuel Jacobs Email & Phone Number

Leading an international practice serving clients across five continents, Sam oversees the design, procurement and implementation of traditional life insurance and annuity solutions as well as for customized private placement life insurance (PPLI) and private placement variable annuities (PPVA). He is often sought by family offices and institutional advisors for his experience in working with insurance companies on building proprietary insurance and annuity products to benefit specific clients.Manor House Capital is based out of New York City and Philadelphia and works closely with clients and their trusted advisors to offer advice and provide specialized life insurance strategies to complex financial problems, ensuring their financial legacies. Specialties: Private Placement Life Insurance (PPLI) ✓ Private Placement Variable Annuities (PPVA) ✓ Tax-Efficient Solutions ✓ Generational Wealth Transfer SolutionsSpecialties: Private Placement Life Insurance (PPLI) ✓ Private Placement Variable Annuities (PPVA) ✓ Tax Efficient Solutions ✓ Generational Wealth Transfer Solutions _______________________________________________Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W. Dry Creek Cir., Ste. 800, Littleton CO 80120, (303) 797-9080

Our firm, Manor House Capital, is proud to be an Owner-Firm of Lion Street, Inc., a leading national financial services company owned by “fiercely independent financial advisors.” Based in Austin, Texas, Lion Street is comprised of an elite network of firms who specialize in financial solutions for high-net-worth individuals, family offices, business owners and corporate clients. Founded in 2010 by industry veteran Bob Carter, Lion Street was built to serve the sophisticated financial needs of wealthy individuals and corporate clients. Lion Street is managed by a team of respected industry veterans. 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.Specialties: Investment Advisory ✓ Charitable Planning ✓ Tax Planning ✓ Buy-Sell ✓ Key-Man Funding ✓ Defined Benefit Plans ✓ After-Tax Deferral Plans ✓ Executive Bonus 162 Plans ✓ High-Limit Disability ✓ Captive Insurance Plans ✓ Bank-owned Life Insurance (BOLI) ✓ Employee Stock Ownership Plans (ESOPs) ✓ Premium Financed Life Insurance

Master Of Laws - Llm, Taxation

Education record

Education record