Every family’s philanthropic ambition is unique. Our process is designed to honour that individuality while applying a disciplined framework to ensure every endeavour is both meaningful and effective. We guide families through a structured journey to define, execute and evaluate their philanthropic legacy.
Levert Capital begins with a deep, collaborative dialogue to understand the family’s core values, passions and long-term objectives. This foundational step ensures that the philanthropic strategy is an authentic reflection of the family’s unique identity.
Leveraging our global network and research capabilities, we identify and rigorously vet potential organisations and projects. Our due diligence process assesses not only financial health and governance but also an organisation’s true capacity for creating its intended impact.
Levert Capital designs a personalised philanthropic strategy, which can range from establishing a private foundation to structuring a sophisticated programme of direct grants. We manage the implementation, ensuring the family’s capital is deployed efficiently and effectively.
A commitment to impact requires a commitment to measurement. Levert Capital provides clear, consolidated reporting on the performance and outcomes of philanthropic initiatives, offering families a transparent view of the legacy they are building.
Our role is to provide the strategic counsel and structural framework to translate this vision into meaningful, measurable change.
Our approach to philanthropic advisory is defined by the same principles that guide all our counsel: intellectual rigour, a global perspective and an unwavering commitment to the family’s objectives. We work in close partnership to help define a clear philanthropic mission, establish effective governance and identify organisations capable of delivering profound and lasting results. We ensure that our families’ generosity is deployed with the same diligence, foresight and conviction as every other facet of their wealth.