03 — FAMILY OFFICE

Money's only as good as the time it buys.

ACTIVE BUSINESSES

Consolidated Financials
Corporate Strategy
Management Consulting
Tax & Compliance
WL works with C-Suite

INVESTMENTS

Deal Structure
Due Diligence
Investment Strategy
Returns Analysis
WL works with Wealth Managers

PERSONAL SPENDING

Back Office
Benchmarks & Budgets
Staff Structure
Wealth Projections
WL works with Estate Managers

ESTATE PLANNING

Family Planning
Net Worth Analysis
Real Estate
Trust Structure
WL works with Estate Attorneys

TAX MATTERS

Compliance Calendar
Domestic & Foreign Tax
Investor Presentation
Banking Relationships
Wells Levitt works with Family CPAs

VENTURES

Create Investment Materials
Launch Companies
Review Opportunities
Source Deals
WL works with Family Entrepreneurs
OTHER VERTICALS
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