Steve Lipton Email & Phone Number

Lipton Financial Corporation (LFC) is a Registered Investment Advisor (RIA) based in Atlanta, Georgia that offers wealth preservation, financial and tax consulting services. Their clients include U.S. and non-U.S. based ultra-high net worth individuals and families, family offices, and corporations. LFC’s strategies focus on compounding wealth intelligently through capital gains management, estate growth and preservation, interest rate hedging, tax mitigation, asset protection, structured liquidity, and sourcing effective cost capital for suitable clientele.

Mr. Lipton works with U.S. and non-U.S. based companies, individuals and families in matters of business strategy, asset protection, corporate restructuring, operations, M&A, and finance. His consulting services provide strategic planning, exit planning, estate, gift and trust planning and tax planning.

Handled strategic advisory assignments for both corporate and project finance. Originated customer engagements and structured capital transactions for small market cap clients on their corporate finance needs. Conducted extensive financial and industry due diligence to evaluate risk/return parameters of transactions. Structured and negotiated Interest Rate Hedge transactions designed to reduce exposure and protect against continuing market risk. Structured Mezzanine Debt products for (i) partner buy-outs, (ii) short term debt consolidation, (iii) repayment to ownership, and (iv) financing capital expansion or acquisition plans.

Master Of Business Administration (M.B.A.), Finance

Juris Doctor (J.D.), Tax, Securities

B.A., Architecture And Environmental Design