Samuel Jacobs in

Samuel Jacobs

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Owner at Lion Street
📍 New York, New York, United States

Samuel Jacobs is a highly experienced advisor with over 25 years in wealth management, specializing in complex planning for affluent families and institutions. As the founder of Manor House Capital and now a Senior Vice President at Gallagher, he is a recognized authority on tax-efficient strategies and generational wealth transfer. He holds a JD and an LLM in Taxation from NYU.

He leads an international practice that serves clients across five continents.

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Experience
19 Years
Current Role
Owner
Location
New York, New York, United States
Personality Overview

How Samuel shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Samuel cares about

Generational Wealth
Specializes in helping affluent families and institutions plan for multi-generational wealth transfer, a key focus of his advisory practice.
Private Placement Life Insurance (PPLI)
A recognized authority on PPLI, he frequently speaks on how prominent families leverage this tool for investment and estate planning goals.
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Career

Work history

2014
Owner
Lion Street
2007
President
Manor House Capital
In the press

Media appearances

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Education
Master of Laws - LLM
New York University School of Law
Education details unavailable
University of Baltimore School of Law
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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