Posts tagged Wealth Management
LEVATUS Boiling It Down | Tax Reform - The Forest for the Trees

There are many lists one could create regarding the various changes and elements of the final tax reform bill, lots of “trees,” changes to brackets and rates and thresholds. There are, however, a handful of big picture items that are arguably much more important in the grand scheme of things...private client access click here

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LEVATUS Perspective | Real Estate Clients are Deeply Misunderstood by Wealth Managers

Real estate clients need a different brand of wealth services, one that provides solutions to support their unique needs. The traditional model of wealth management is incentivized by gathering assets under management (AUM) and short-term results. It also puts a premium on...

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