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Setting Yourself Up for Financial Success After Exiting Your Business

MEDIA – IOL Article By Attila Kadikoy Investors who have exited their business and are looking at what to do next are in the enviable position of having a lump sum to invest, and if they do so wisely, they could be set up for life. Making the most of a once-in-a-lifetime opportunity for many business owners means more than just […]

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The Entrepreneur’s Dilemma: When to Shift Focus from Wealth Generation to Wealth Preservation

As wealth managers, we often encounter entrepreneurs passionately re-investing in their own businesses, driven by the belief that nothing else can provide comparable returns. This intense focus on wealth generation is commendable but comes with its risks, especially when unexpected events arise. The crux of the entrepreneur’s dilemma is determining the optimal juncture at which

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Why Does Wealth Fail to Pass Successfully Across Generations?

Every individual dreams of creating a financial legacy that secures their family for generations to come. However, the reality is that wealth often evaporates within a few short hops down the family tree. For instance, studies suggest that around 70% of wealth dissipates by the second generation, with common causes including mismanagement, lack of financial

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Is Your Wealth Protected for the Future? Discover How Trusts Can Safeguard Your Legacy

Trust are known as a solution for safeguarding your wealth and securing your legacy, but the power of trusts remains an untapped mystery for many. Unveil how strategic choices in tax law, jurisdiction, and understanding Common Law can revolutionize your wealth management strategy. Levantine & Co. understands the importance of managing one’s wealth in a

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Navigating 2023: A financial odyssey through tech, AI, and economic recovery

By: Brian Rushmere, CFA – Investment analyst from Levantine & Co In the ever-evolving landscape of global finance, the year 2023 unfolded with a series of events that sent ripples across various sectors, reshaping the dynamics of investment and market performance. There were some surprises, some lows and many lessons learnt as we took stock

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