At Levert Capital, our role is to provide a single, central point of counsel, bringing clarity and control to the complexities of significant wealth. We act as the chief architect of a family’s financial strategy, integrating every component, from day-to-day financial oversight and complex trust structures to philanthropic ambitions and legacy planning.
The preservation of multi-generational wealth requires a financial architecture of exceptional resilience and foresight. Levert Capital designs and implements robust legal and tax structures that protect assets, optimise financial efficiency and ensure the seamless transfer of wealth across generations. Our approach is proactive, anticipating the challenges of a shifting global landscape and fortifying a family’s legacy against them.
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Levert Capital’s investment philosophy is grounded in discipline, intellectual rigour and a long-term perspective. We act as our families’ trusted investment counsel, constructing and overseeing global, multi-asset class portfolios that are purpose-built to meet their specific objectives. Through a disciplined, open-architecture approach, we access a premier global network of investment managers and opportunities, ensuring our advice is always objective and aligned entirely with the interests of our families.
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We provide our families with direct access to a curated pipeline of proprietary and off-market investment opportunities. Our Real Estate Advisory team offers a unique, full-service platform to source, underwrite and manage direct property investments with institutional-grade diligence. In the alternative space, we leverage our extensive network to identify compelling opportunities in private equity and other non-traditional asset classes that offer diversification and distinct return profiles.
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Beyond financial management, Levert Capital serves as a trusted confidant and strategic advisor on the matters that are central to a family’s life and legacy. This encompasses everything from the establishment of a formal family governance structure to the management of philanthropic ventures. We provide the objective guidance and administrative support necessary to ensure the smooth functioning of a family enterprise, allowing the family to focus on what truly matters.
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To learn how Levert Capital can structure, protect and elevate your family’s wealth, connect with our team today.