Samuel Jacobs

Observer
DISC Type : ic

Owner at Lion Street

New York, New York, United States

Overview

Samuel Jacobs is a highly experienced wealth advisor with a unique legal and tax background, holding both a JD and an LLM in Taxation from NYU. He is the founder of Manor House Capital, specializing in complex financial solutions and generational wealth transfer for an affluent global clientele across five continents.

Outside of his financial career, Sam was a decorated college basketball player at Cornell University. As a senior in 1988, he was the teams MVP, earning First Team All-Ivy honors while leading the team to its first Ivy League Championship and NCAA tournament appearance in 34 years.

He was inducted into the Philadelphia Jewish Sports Hall of Fame for his collegiate basketball achievements.

Personality Overview

Value Driven

Example Seeker

Assertive

They are generally good communicators and can be hard to convince.  They are likely to ask many questions and look heavily for supporting information. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Generational Wealth
His practice is centered on helping affluent individuals and families create structures for successful generational wealth transfer and preservation.
Private Placement Insurance
He is a recognized expert in designing and implementing customized Private Placement Life Insurance (PPLI) and Variable Annuities (PPVA) for complex financial plans.
Tax-Efficient Solutions
Leveraging his LLM in Taxation, he specializes in creating tax-efficient strategies and solutions for high-net-worth clients and family offices.

Media Appearances

Sam Jacobs – Manor House Capital Insurance Services. Featured in Forbes

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Work History

2014
Owner at Lion Street
2007
President at Manor House Capital

Education

Master of Laws - LLM from New York University School of Law
Education details unavailable from University of Baltimore School of Law

More Information

Social Presence :

Prographics :

Exp : 19 Location : New York, New York, United States Job Level : N/A Designation : Owner at Lion Street
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Insights For Selling To Samuel

During A Call Or A Meeting

DO's

  • Persuade objectively how your product will help them achieve their goals
  • Help them realize that there is no personal risk in making this decision
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Avoid making offhand commitments
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Samuel is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Samuel

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Samuel move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Samuel take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Samuel

Personality Compatibility


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