Built for a Different
Kind of Client.
Gideon Strategic Partners operates under the conviction that every client is deserving of a financial advisor dedicated to designing strategies centered on his or her personalized needs and goals.
Founded in 2012 and headquartered in Los Angeles, Gideon specializes in tax-efficient and esoteric investments, estate planning, and business planning for high-net-worth individuals and companies, with offices across Los Angeles, New York, Miami, and Baltimore.
The Conviction
"Every client deserves a financial advisor dedicated to designing strategies centered on their personalized needs and goals, not on products, quotas, or the advisor's convenience."
What Gideon Does
Private Placement Life Insurance (PPLI)
Gideon is one of the foremost advisors in the country on PPLI, a tax-exempt insurance wrapper that allows UHNW individuals to invest in alternative assets inside an IRC §7702-compliant structure, eliminating income and capital gains taxes.
Alternative Investments
Institutional access to private equity, hedge funds, private credit, real assets, and other strategies not available through conventional channels, structured to optimize risk-adjusted, after-tax returns.
Tax Efficiency & Estate Planning
GRATs, SLATs, IDGTs, QPRTs, charitable structures, and other advanced planning vehicles, deployed by a team that includes licensed attorneys and CPAs alongside investment professionals.
Asset Management
Comprehensive portfolio management and financial planning for UHNW individuals and family offices, with annual accountability reviews, stress testing, and coordination across your full balance sheet.
Executive & Employee Benefits
Nonqualified deferred compensation, SERP programs, group health and voluntary benefits, key-person insurance, and COLI programs for the companies clients own or lead.
Business Planning
Buy-sell agreement funding, business continuation planning, and corporate financial strategy for founders, partners, and closely held business owners navigating growth, transition, or succession.
Regulatory & Compliance
Securities and Investment Advisory Services offered through Simplicity Investments. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc.; 475 Springfield Ave, Summit, NJ 07901 (303) 797-9080.
Gideon Strategic Insurance Agency LLC, Insurance services offered through Gideon Strategic Partners DBA Gideon Strategic Insurance Agency LLC, independently owned and operated.
Verify registration and disciplinary history at FINRA BrokerCheck
As a registered investment advisor, Gideon Strategic Partners is a fiduciary, legally required to act in the best interests of clients at all times.
Get in Touch
Suite 1940
Los Angeles, CA 90067