Brian Malizia
As a former NCAA Division I athlete in the Xavier men’s soccer program, the spirit of team has been a guiding force throughout Brian Malizia’s life. Today, as a 15-year investment management veteran and the founder of Chicago-based Lakeshore Capital Group, he’s bringing it to his clients, with a firm that serves as a CFO to families who want to minimize taxes, optimize investments, and plan for their loved ones. The firm is supported by Lakeshore Tax Consulting, which prepares taxes for and works exclusively on behalf of their wealth management clients. Brian founded Lakeshore Tax Consulting in 2019, just one year after Lakeshore Capital Group. Together, these groups of financial professionals and CPAs provide holistic financial services to primarily high-earning individuals with complex financial needs. “I always envisioned a full-service wealth management offering that encompassed tax and investment planning services with a process that was easy, convenient, and enjoyable,” Brian says. This approach allows clients to feel secure in the present and about the future, a sentiment reflected in Lakeshore Capital Group’s philosophy: “From growing your family to preserving your legacy, we’re there every step of the way.”
Lakeshore Capital Group’s unique model stems from Brian’s prior experience at firms, such as MFS Investment Management in Boston, and then Alpine Woods Capital Investors in New York, a family office that works on behalf of some of America’s wealthiest families, providing services beyond traditional investment management. When Brian noticed that services such as tax consulting, financial planning, and roadmaps to enable families to transfer generational wealth were reserved for the ultra-wealthy, he set out to change it with Lakeshore Capital Group, where fully integrated tax advisory meets wealth management so that clients know they’re making the right investment decisions. “Taxes and investments go hand in hand, and we recognize that no one individual is an expert on all subjects, so we make sure the left is talking to the right,” Brian explains. “Seeing all the teamwork go into a common goal and come to fruition is a great feeling.”
Brian holds a BS in finance from Xavier University and FINRA series 6, 63, 66, and 7 licenses.
Brian Malizia
President & Owner, Lakeshore Capital Group
Owner, Lakeshore Tax Consulting
Website: www.TheLakeshoreCapitalGroup.com
LinkedIn: https://www.linkedin.com/in/brian-malizia-6a180114/
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