THE LEVINE GROUP*
Corporate wealth management — We provide cash management services for corporations, help companies to raise financings and assist corporate executives to invest wisely and diversify their holdings tax-effectively.
Affluent individuals and families — The Levine Group* works to safeguard your hard-earned capital and design tax-effective strategies to enhance your investment and income returns without undue risk. Our suite of services includes investment leadership for affluent private individuals, families and corporate executives; financial planning; estate planning; personal and business insurance solutions†; venture financings; and cash management services for corporations..
†Insurance products and services are offered through life insurance licensed Advisors through Macquarie Insurance Services Ltd., a wholly owned subsidiary of Macquarie Private Wealth Inc. (“MPW”).
The comments contained herein are general in nature and are not intended to be, nor should be construed to be, legal or tax advice to any particular individual. Accordingly, individuals should consult their own tax advisors for advice with respect to the tax consequences to them, having regard to their own particular circumstances.
Our objective
Our goal is to provide you with trusted investment advice customized to meet your needs for today and tomorrow and combine this with a standard of service that goes well beyond that provided by a traditional brokerage.
