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At Risk Strategies, we help successful individuals, families, business leaders, and charities navigate the complexities of life insurance with clarity and confidence. Whether for income protection, wealth transfer, or long-term legacy, our life insurance specialists offer bespoke strategies built around your goals.
Our team takes a consultative approach, starting with a deep understanding of your current priorities and long-term goals. Whether to protect your family, implement advanced estate planning structures, or business continuity strategies, we collaborate with you and your advisors to develop life insurance solutions that meet your unique needs and vision.
Risk Strategies’ Life Practice is different from others. We combine deep and broad knowledge with commitment to our clients. Life insurance by itself is merely a product, but when applied strategically and with careful design, it can produce extraordinary value.
Unlike other financial instruments, life insurance is designed to provide benefits for long durations. Making it efficient and effective requires special knowledge. What sets us apart is our ability to integrate deep insurance knowledge with financial, tax, and legal insight. Important and sophisticated professionals—lawyers, accountants, family offices, trust companies, and investment advisors—have looked to us to guide them and their clients through the life insurance acquisition process.
Because we manage some of the largest and most complex insurance portfolios, including multi-generational portfolios, Risk Strategies brings unmatched experience to every client relationship. Properly structuring and managing life insurance portfolios is not only complex, but it requires a team of professionals from different disciplines. We are and always have been carrier-agnostic, offering the best possible solutions with only one bias: Is it the best solution for the client? Our in-house underwriting and policy management helps your coverage perform as intended—evolving with your life, goals, and legacy.
Life insurance protects your loved ones, your business and its key personnel, and your legacy from the unexpected. We enable you to deploy life insurance to provide certainty in an uncertain world, and help you preserve what you have achieved with confidence.
At Risk Strategies, we offer access to a full spectrum of life insurance products, including term, universal, variable, and private placement policies. Our experts go beyond product selection—we analyze contract structures, performance expectations, and risk factors to help you make well-informed decisions. We also bring specialized underwriting capabilities to the table, helping you navigate complex medical and financial scenarios to secure the most favorable policy terms.
For families, we design plans that provide income protection, safeguard retirement assets, and support multi-generational wealth planning.
For business owners, we address succession planning, key person risk, and buy-sell agreement funding with precision and foresight. Our work also extends to international families with cross-border estate and tax concerns, offering globally informed solutions.
In a world where success brings complexity, our job is to bring clarity—and to make sure your life insurance strategy supports not only what you’ve built, but what you want to leave behind.
Visit Risk Strategies Private Client Services for more information on custom tailored property and lifestyle protection.
National Life Insurance Practice Leader
National Life Insurance Practice Leader
Matthew Friedson joined Risk Strategies in 2022 as the National Life Insurance Practice Leader. He is responsible for developing and leading the national growth strategy for the Life Insurance practice.
Matthew has more than 15 years of experience specializing in complex insurance applications of estate and business planning, educating clients and helping them to develop and implement powerful strategies to meet their objectives. He spent nine years as a senior adviser with a mid-Atlantic (DC) area brokerage and consulting firm where he specialized in private client services, advising clients across the country on wealth transfer and tax planning strategies, as well as business succession planning. During the last five years, he also held a principal role for a boutique private client personal lines property and casualty firm.
Matthew holds a marketing degree from the University of Maryland’s Robert H. Smith School of Business and a Series 6 securities license. He is a member of the National Young Leadership Cabinet of the Jewish Federations of North America and previously served on the board of the Jewish Federation of Greater Washington for five years.
For six consecutive years including 2022, Matthew has been awarded the ‘Best Financial Adviser: Insurance’ designation by the Washingtonian (https://www.washingtonian.com/best/financial-advisers/ and in 2023, he was listed into their Top Wealth Advisor Hall of Fame (https://www.washingtonian.com/2023/01/31/top-wealth-adviser-hall-of-fame/)
Securities offered through Lion Street Financial, LLC. (LSF), Member FINRA/SIPC. Risk Strategies is not affiliated with LSF. Receipt of an award should not be construed as an endorsement of the financial professional and is no guarantee of future investment success.
Managing Director
Stuart Youngentob has served as a Managing Director since 1993. He specializes in the creative application of life insurance solutions and corporate benefit plans, providing business owners, executives and professionals with innovative approaches and exceptional service to enhance their financial futures.
Prior to his Managing Director role, Stuart was the Founder / Director of Revere Bank (formerly Monument Bank) for 12 years. He also worked at PricewaterhouseCoopers for three years.
Stuart is a Washington, D.C. Estate Planning Council Member and earned his Juris Doctor (J.D.) degree in Tax from the Emory University School of Law. He also holds an MBA in accounting and finance from Emory University’s Goizueta Business School and a BA in economics and political science from the University of Rochester.
Securities offered through Lion Street Financial, LLC. (LSF), Member FINRA/SIPC, and Investment Advisory services offered through Lion Street Advisors, LLC (LSA), an Investment Advisor registered with the SEC. Risk Strategies is not affiliated with LSF or LSA. Tax and Legal services are not offered through LSF or LSA.
Senior Vice President, Life Practice
Sam Radin joined Risk Strategies in 2023. He designs life insurance products to meet the needs of affluent families, family offices, large businesses, and charitable organizations as well as senior executives of corporations and not-for-profit entities. Sam previously practiced trusts and estates law and has more than 40 years of experience in addressing issues arising from income, estate, gift, and generation skipping transfer taxation. In addition, he has extensive experience in international estate planning and providing tax efficient ways for non-U.S. persons, including institutional investors, to invest in U.S. real estate interests.
Sam has served as a member of various bar association tax committees, and has been a frequent speaker to accountants, attorneys, and financial planning professionals. He has been cited on the topic of estate taxation in The Wall Street Journal and The New York Times. His publications include the Executive Compensation Answer Book and the Estate and Retirement Planning Answer Book.
A unique aspect of Sam’s role is planning for writers and other creative professionals, including the disposition of their copyright catalogues. A bibliophile, he is a member of the Advisory Council of the Harry Ransom Humanities Research Center at the University of Texas, the leading repository for papers of twentieth century British and American authors. Sam served as an adjunct professor at New York University where he taught a course on the evolution of our legal system.
Sam holds a J.D. from Boston University’s School of Law, where he was awarded the Nathan Burkan Memorial Prize in copyright law, and a bachelor’s degree from Columbia College.
Securities offered through Lion Street Financial, LLC. (LSF), Member FINRA/SIPC. Risk Strategies is not affiliated with LSF.
