Offerings

Levert Capital provides a comprehensive structure to oversee, manage and fortify the entirety of a family's financial world.

A Comprehensive Mandate

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.

Wealth & Legacy Structuring

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.

This includes:

  • Comprehensive Estate & Succession Planning
  • International Tax & Legal Structuring
  • Trust & Fiduciary Oversight
  • Consolidated Asset & Performance Reporting

Global Investment Counsel

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.

This includes:

  • Strategic & Tactical Asset Allocation
  • Manager Selection & Due Diligence
  • Risk Management & Portfolio Analytics
  • Bespoke Portfolio Construction

Direct & Alternative Investments

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.

This includes:

  • Proprietary Deal Sourcing & Co-Investment Opportunities
  • Full-Service Real Estate Acquisition & Management
  • Due Diligence & Transaction Execution Support
  • Private Equity & Venture Capital Access

Strategic Family Counsel

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.

This includes:

  • Family Governance & Education
  • Philanthropic Advisory & Administration
  • Complex Bill Pay & Administrative Services
  • Outsourced Chief Financial Officer (CFO) Services

Discover What True Service Means

To learn how Levert Capital can structure, protect and elevate your family’s wealth, connect with our team today.