Consulting Services

Our evocative approach positions us as an idea company, offering our clients creative and innovative solutions.  We work hard to uncover value and provide solutions that most have never seen or even thought about while recognizing risks others ignore.

Consulting Focus

Executive Benefits

Providing companies with cost effective tools to better attract and retain executive talent while providing ways for executives and companies to accumulate wealth on a tax favored basis.

Financial Institutions

Mezrah Consulting has been providing financial institutions with consulting services for over 25 years. We specialize in repositioning bank assets into tax favored structures and in designing, funding, financing, implementing and administering executive benefit plans. 

Private Clients

Mezrah Consulting’s Private Client Group provides strategic wealth accumulation, wealth protection, and wealth transfer planning to C-level executives, high net worth individuals, and family offices. In working with our clients and their advisors, we share ideas and provide analysis that are relevant to solving a client’s planning objectives.  

Executive Compensation

Mezrah Consulting's §16 practice provides a full range of executive compensation services to companies and their Board of Directors. Those services include competitive analysis, plan design, regulatory compliance, and communication consulting.

Domestic Captive Insurance Structures (DCIS)

This corporate planning and consulting initiative involves determining the business risks of a company and exploring the insurability of those risks in a cost and tax effective way. We take into consideration the company’s structure, size and current financial position from a cash flow and P&L perspective to build a financial model which is used to determine the annual premium. 

 
 
 
 
 

5690 West Cypress Street, Suite A,
Tampa, Florida 33607
Phone: +1.813.367.1111 • Fax: +1.813.433.2488
support@mezrahconsulting.com 

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© 2021 Mezrah Consulting. All rights reserved.


Disclaimer:
Mezrah Consulting and/or its agents are licensed to sell traditional life insurance in: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, LA, MA, MD, NJ, NY, VA, WV. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance services.


Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Variable life and annuity products, as well as other securities products, may be sold in the following states: CA, MD. Residents of other states should consult with a local registered representative for securities products.


The contents of this site are for informational purposes only and are not to be construed as an offer to sell or a solicitation to buy any securities. Such offers can only be made where lawful under applicable law. The contents of this site have been compiled from sources that we believe to be reliable, but are not guaranteed. Mezrah Consulting does not warrant, guarantee or make any representation, or assume any liability with regard to financial results based on the use of the information in the site.


The principal place of business and the state of domicile for Mezrah Consulting is: 5690 West Cypress Street, Suite A, Tampa, FL 33607.


Mezrah Consulting is Independently Owned and Operated. Check the background of this firm and/or investment professional on FINRA's Brokercheck.