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With the tight labor market, attracting the executives and leadership your organization needs require creativity and a bespoke executive benefits package.
These high-income and affluent professionals also have complex needs to provide the right level of financial security for their families with an eye on wealth planning, estate and income tax planning, and life insurance strategies.
Risk Strategies offers services and support for:
Creative executive benefit strategies to attract and retain talent, ensure benefit equity, and meet your organization’s benefit plan objectives.
Meaningful life insurance services and strategies including multigenerational wealth planning, liquidity planning for estate tax funding, and income tax planning.
Assistance for policy owners and fiduciaries with sale of unwanted life insurance contracts on the secondary market
National Life Insurance Practice Leader
National Life Insurance Practice Leader
Matthew Friedson joined Risk Strategies in 2022 as the National Life Insurance Practice Leader. He is responsible for developing and leading the national growth strategy for the Life Insurance practice.
Matthew has more than 15 years of experience specializing in complex insurance applications of estate and business planning, educating clients and helping them to develop and implement powerful strategies to meet their objectives. He spent nine years as a senior adviser with a mid-Atlantic (DC) area brokerage and consulting firm where he specialized in private client services, advising clients across the country on wealth transfer and tax planning strategies, as well as business succession planning. During the last five years, he also held a principal role for a boutique private client personal lines property and casualty firm.
Matthew holds a marketing degree from the University of Maryland’s Robert H. Smith School of Business and a Series 6 securities license. He is a member of the National Young Leadership Cabinet of the Jewish Federations of North America and previously served on the board of the Jewish Federation of Greater Washington for five years.
For six consecutive years including 2022, Matthew has been awarded the ‘Best Financial Adviser: Insurance’ designation by the Washingtonian (https://www.washingtonian.com/best/financial-advisers/ and in 2023, he was listed into their Top Wealth Advisor Hall of Fame (https://www.washingtonian.com/2023/01/31/top-wealth-adviser-hall-of-fame/)
Securities offered through Lion Street Financial, LLC. (LSF), Member FINRA/SIPC. Risk Strategies is not affiliated with LSF. Receipt of an award should not be construed as an endorsement of the financial professional and is no guarantee of future investment success.
Managing Director
Stuart Youngentob has served as a Managing Director since 1993. He specializes in the creative application of life insurance solutions and corporate benefit plans, providing business owners, executives and professionals with innovative approaches and exceptional service to enhance their financial futures.
Prior to his Managing Director role, Stuart was the Founder / Director of Revere Bank (formerly Monument Bank) for 12 years. He also worked at PricewaterhouseCoopers for three years.
Stuart is a Washington, D.C. Estate Planning Council Member and earned his Juris Doctor (J.D.) degree in Tax from the Emory University School of Law. He also holds an MBA in accounting and finance from Emory University’s Goizueta Business School and a BA in economics and political science from the University of Rochester.
Securities offered through Lion Street Financial, LLC. (LSF), Member FINRA/SIPC, and Investment Advisory services offered through Lion Street Advisors, LLC (LSA), an Investment Advisor registered with the SEC. Risk Strategies is not affiliated with LSF or LSA. Tax and Legal services are not offered through LSF or LSA.
Senior Vice President, Life Practice
Sam Radin joined Risk Strategies in 2023. He designs life insurance products to meet the needs of affluent families, family offices, large businesses, and charitable organizations as well as senior executives of corporations and not-for-profit entities. Sam previously practiced trusts and estates law and has more than 40 years of experience in addressing issues arising from income, estate, gift, and generation skipping transfer taxation. In addition, he has extensive experience in international estate planning and providing tax efficient ways for non-U.S. persons, including institutional investors, to invest in U.S. real estate interests.
Sam has served as a member of various bar association tax committees, and has been a frequent speaker to accountants, attorneys, and financial planning professionals. He has been cited on the topic of estate taxation in The Wall Street Journal and The New York Times. His publications include the Executive Compensation Answer Book and the Estate and Retirement Planning Answer Book.
A unique aspect of Sam’s role is planning for writers and other creative professionals, including the disposition of their copyright catalogues. A bibliophile, he is a member of the Advisory Council of the Harry Ransom Humanities Research Center at the University of Texas, the leading repository for papers of twentieth century British and American authors. Sam served as an adjunct professor at New York University where he taught a course on the evolution of our legal system.
Sam holds a J.D. from Boston University’s School of Law, where he was awarded the Nathan Burkan Memorial Prize in copyright law, and a bachelor’s degree from Columbia College.
Securities offered through Lion Street Financial, LLC. (LSF), Member FINRA/SIPC. Risk Strategies is not affiliated with LSF.
