Business Details
16 Years
experience
Your Trusted Partner for Wealth Management Solutions
Livian & Co. & Co. empowers business leaders, professionals, and families to grow, protect, and pass on their wealth with confidence. Founded in 2010 by senior investment professionals and high-net-worth investors, we are a New York City-based SEC-registered investment management firm serving US and international clients. Our values of integrity, authenticity, and client-centric service guide our approach to wealth management. We combine quantitative analysis with behavioral coaching to deliver personalized financial plans tailored to each client's unique goals. Our team of credentialed professionals specializes in cash flow planning, tax optimization, estate planning, and risk management.We differentiate ourselves through co-investment in client-recommended securities and a commitment to eliminating conflicts of interest. Our quantamental approach merges academic research with empirical evidence to create high-value investment strategies. We leverage innovative technology to enhance client experiences while maintaining rigorous compliance standards. Our affiliate Lehmann Livian & Co. & Co. Fridson Advisors focuses on high-income investing solutions. We offer complimentary wealth strategy sessions and second-opinion services to help clients make informed financial decisions.
Services
Investment Management
Tax Planning
Estate Optimization
Risk Management
Behavioral Coaching
Cash Flow Planning
Retirement Strategies
Philanthropic Planning
Details
- Year established: 2010
Highlights and features
- We co-invest in the same securities we recommend to clients
- SEC-registered investment advisory firm with institutional-grade risk analysis
- Personalized financial roadmaps combining quantitative data and behavioral coaching
- Specialized tax-loss harvesting and estate optimization strategies
- Conflict-free business model with exclusive client compensation
Associations and certifications
- SEC
What people say
Proactive strategies
Personalized service
Tax efficiency expertise
Comprehensive planning
Risk management focus
Services
Investment Management
Our investment management service combines quantitative analysis with behavioral coaching to create customized portfolios aligned with your financial goals. We utilize institutional-grade risk assessment tools and tax-loss harvesting strategies to optimize returns while managing volatility. Our team continuously monitors market trends and adjusts allocations to maintain optimal performance.
Tax Planning
We develop comprehensive tax strategies to minimize liabilities across all wealth management aspects. Our approach includes tax-efficient retirement planning, charitable giving vehicles, and income tax optimization techniques tailored to high-net-worth individuals. We coordinate with external tax professionals to ensure complete compliance and maximum savings.
Estate Optimization
Our estate planning service focuses on protecting and transferring wealth efficiently through customized legal structures. We implement strategies for minimizing estate taxes, establishing trusts, and creating legacy plans that align with your family's values and long-term objectives while maintaining regulatory compliance.
Risk Management
We conduct thorough risk assessments to identify potential threats to your financial security. Our service includes insurance coverage analysis, private placement life insurance solutions, and contingency planning to protect against unexpected events while maintaining liquidity for growth opportunities.
Behavioral Coaching
Our behavioral coaching addresses psychological factors affecting financial decisions. Through one-on-one sessions and bias assessments, we help clients develop disciplined investment approaches, overcome emotional decision-making, and maintain long-term financial discipline aligned with their wealth management goals.
People
Michael Livian
CEO & Founder
CFA charterholder with extensive investment management experience, Michael founded Livian & Co. & Co. in 2010 to provide conflict-free wealth advisory services to high-net-worth individuals and families.
David Shahverdi
Equity Portfolio Manager
Manages equity portfolio strategy and research, David brings specialized expertise in stock selection and market analysis to optimize client investment performance through data-driven decision-making.
Martin Fridson
CIO (LLFA)
CFA charterholder and co-founder of Lehmann Livian & Co. & Co. Fridson Advisors, Martin specializes in high-income investment strategies and quantitative analysis for institutional-grade portfolio management.
Questions
What makes Livian & Co. & Co. & Co. different from other financial advisors?
We co-invest in recommended securities, maintain SEC registration, and use a quantamental approach combining data analysis with behavioral coaching for comprehensive wealth management.
Do you work with international clients?
Yes, we serve both US-based and international wealthy individuals and families with cross-border financial planning expertise including immigration and asset transfer strategies.
What investment strategies do you use?
We employ tax-loss harvesting, scenario stress-testing, and institutional-grade risk analysis combined with behavioral coaching to create personalized investment solutions.
How do you handle estate planning?
We create customized estate optimization plans using trusts, charitable vehicles, and tax-efficient transfer strategies to protect wealth and facilitate smooth intergenerational transfers.
Is there a minimum investment requirement?
While not explicitly stated, our services are tailored for entrepreneurs, executives, and high-net-worth families requiring sophisticated wealth management solutions.
Do you offer complimentary consultations?
Yes, we provide complimentary wealth strategy sessions and second-opinion services including financial objective reviews and investment portfolio analyses.
