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Wealth Management

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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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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