Levelhead Private · Opening 2029
For wealth that has outgrown the standard approach.
Levelhead Private will look after families, founders and executives whose wealth has become complex: several entities, significant property, a business sale behind them or ahead of them.
Who it’s for
Business owners before and after an exit, executives with equity and concentrated holdings, and families holding wealth across trusts, companies and self-managed super funds.
Typically people who already have an accountant, a lawyer and a banker, and want one firm that sees the whole picture and keeps it moving in one direction.
What it will cover
- Investment strategy and portfolio oversight across entities
- Structuring with your accountant and lawyer, before decisions are made
- Liquidity events: business sales, inheritances and large property transactions
- Property and private lending planned alongside the portfolio, through Levelhead Credit
- Succession and the long view across generations
How we’ll work
A small number of relationships, each with a senior adviser who knows the family, the entities and the history. Regular reviews rather than annual paperwork, and one plan that every adviser on the file works to.
Levelhead Private sits alongside Levelhead Wealth and Levelhead Credit, so every part of the plan works from the same numbers. Read more about Levelhead.
Register interest
We open in 2029. Leave your email and we’ll let you know before we do. Nothing else.