Wealth Preservation
Strategic Wealth Preservation
Levanta Capital designs and implements sophisticated legal and tax structures to optimize wealth transfer, minimize tax leakage, and protect assets across multiple jurisdictions.
Complex Structures, Clear Objectives
Our wealth preservation practice addresses the unique challenges faced by international families and entrepreneurs, including cross-border tax optimization, succession planning, and asset protection. We work closely with legal and tax advisors to implement structures that achieve our clients’ objectives while maintaining operational flexibility.
Tax-Efficient Structuring
We analyze our clients’ global tax positions to identify opportunities for legitimate tax optimization through strategic entity structuring, jurisdiction selection, and timing strategies. Our approach emphasizes long-term sustainability and full compliance with applicable regulations.
Succession Planning
We help families design governance structures and succession plans that facilitate smooth wealth transfer to the next generation. Our planning process addresses both the technical aspects of wealth transfer and the family dynamics that influence successful implementation.
Cross-Border Complexity
Many of our clients maintain residences, business interests, and investments across multiple countries. We coordinate with local advisors to ensure that wealth structures remain optimized as tax laws change and as our clients’ circumstances evolve.