Ian Lahde
Tax & Estate Planning | Business Succession & Exit Strategies | Life Insurance, Premium Finance & Legacy Planning | Financial & Insurance Strategist
- Role
- Senior Advisor - Advanced Strategies & Estate Planning at WealthBridge Financial Group
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Ian Lahde
I specialize in designing advanced financial strategies that help business owners, executives, and high-net-worth families protect and grow their wealth. My work bridges tax-efficient planning, business succession and exit strategies, and estate planning with innovative insurance solutions including premium finance, private placement life insurance, and legacy planning.With a focus on both the technical and human aspects of wealth transfer, I partner with clients and advisors to create structures that preserve capital, minimize tax exposure, and ensure long-term financial security. Whether developing customized insurance strategies, structuring complex succession plans, or implementing tax-driven exit solutions, my goal is to simplify complexity and deliver clarity, confidence, and continuity across generations.
Experience
Senior Advisor - Advanced Strategies & Estate Planning
Sep 2025 — Present · New York, NY, US
Education
Florida Institute of Technology
Master of Business Administration - MBA, Business Administration and Management, General
University of Central Florida
Bachelor’s Degree, Finance
2014 — 2018
Skills
- Banking
- People Skills
- Marketing
- Investments
- Microsoft Office
- Finance
- Communication
- Investment Strategies
- Public Speaking
- Customer Service
- Microsoft Word
- Leadership
- Strategic Planning
- Powerpoint
- Microsoft Excel
- Investment Banking
- Time Management
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