LEVATUS Wealth | Short Introduction to Integrated Wealth Service
A modern system of addressing financial strategy, quality of life, and the full impact of wealth across generations, within a unified plan.
Integrated Wealth Service offers a modern approach to financial planning, formally connecting services that support financial growth and security, to processes that address the many and varied ways financial decision-making impacts other core contributors to our quality of life such as – relationships, sense of purpose, and sense of control.
PROCESS
With processes as rigorous as those applied to investment and planning, Integrated Wealth Service formally connects the many and varied ways financial decision impacts foundational elements of quality of life. Our more in-depth article - Elevated Solutions: Integrated Wealth Service - shares stories that breathe life into how these services impact lives.
Integration
At LEVATUS, Integrated Wealth Service means unifying clients’ strategic decision-making around estate planning, asset allocation, cash flow planning and investments, with processes designed to incorporate impact on relationships, purpose, and control. Core investment and planning services dovetail with LEVATUS Signature Services such as:
· Mission Statement Development and Evolution
· Children and Wealth
· Organization for Control
· Intergeneration Leadership Training
· Family Homestead Strategy and Governance
· Family Legacy and Succession Planning
· Next Generation Capital Stewardship
· New Trustee Training
· Philanthropic Discernment and Planning
· Life Transition Planning
· Cash Flow and Priorities Mapping
· Executive Summary Impact Report
PHILOSOPHY
Whether it is creating an endowment to support a cherished family vacation home, educating children about the power of compounding, or helping a client with career transition, we believe that the most impactful wealth counsel makes specific and direct connections between financial strategy, relationships, purpose, and control, to more fully address quality of life. This belief is at the heart of a modern and comprehensive approach to wealth advisory – Integrated Wealth Service.
Multi-generational planning, investments, quality of life
Distilling Complex Topics Down to Their Essence
ABOUT THE AUTHOR
Susan Dahl is a well regarded executive, female industry leader, and dedicated client advisor with over twenty-five years of experience. Susan writes on topics such as Investing, Integrated Wealth Service, and financial planning. She is the author of the blog series Female Advisor Perspective, a look into the analysis, process, and planning insights that emerge when problem solving is viewed through the unique lens of experienced female financial advisors. Susan’s deep and diverse background extends from global investing to risk management to change leadership. This background has laid the groundwork for an approach that asks more of wealth. She shares some insights in her talk for TEDx, Can Happy Make You Money?