Carolyn Levin

Director at Stonehage Fleming - Jersey, ENG, UK

Carolyn Levin's Colleagues at Stonehage Fleming
Maria Peverelli

Partner - Excecutive Chairman Art Management

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Mark Swainson

Investments - Business Analyst - Senior Associate

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Mary Sheppard

Director - Head of Human Resources

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Karen Oliver

DIRECTOR - FAMILY OFFICE

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Richard Mallet

Senior Compliance Manager

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Alvaro Romera

Business Intelligence Specialist

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Carolyn Levin's Contact Details
HQ
N/A
Location
Cape Town,Western Cape,8001,South Africa
Company
Stonehage Fleming
Carolyn Levin's Company Details
Stonehage Fleming logo, Stonehage Fleming contact details

Stonehage Fleming

Jersey, ENG, UK • 250 - 499 Employees
Financial Services

Stonehage Fleming clients are defined by their purpose and ambition rather than by simple measures of current wealth.Whatever the stage of their financial life story, they have in common a need for high quality strategic advice and planning, operational support and execution. To meet their needs we are able to draw on a rich array of in-house experience and expertise to manage and protect their wealth; we also work closely with families' existing offices, advisers and our extensive network of professional firms.Our relationships with clients would typically include: - Helping define the purpose of the family wealth, its governance and succession plans. - Managing and administering international structures such as trusts and companies. - Managing investment portfolios on a discretionary and advisory basis. - Ensuring plans are in place for all phases of the financial life cycle and that wealth is structured efficiently - Identification and mitigation of the full spectrum of risks to family wealth. - Reviewing legal structures, taking account of cross-border and inter-generational considerations. - Sourcing and advising on private capital investment opportunities. - Creating reports aggregating and analysing all aspects of client wealth. - Coordination and execution of all banking and treasury needs. - Advising on matters of corporate finance for the family business and other commercial interests. - Management of art collections and other lifestyle assets.We have a rich array of in-house expertise but we also work closely with families' existing advisers and our network of experienced professional partners, in particular lawyers, accountants and trustees. Our scale and market presence enable us to identify the best professional partners internationally. We deliver the optimal combination of internal and external advice based on client needs.Keep up to date with our latest news and insights here: https://www.stonehagefleming.com/insights

Family Office Advisory Expert Fiduciary Legal and Tax Advisory Stonehage Investment Partners Stonehage Property Partners Private Corporate Advisory Dealing & Treasury Expert Reporting Philanthropy Art Management Corporate Services Dealing & Treasury
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Frequently Asked Questions about Carolyn Levin
Carolyn Levin currently works for Stonehage Fleming.
Carolyn Levin's role at Stonehage Fleming is Director.
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Carolyn Levin works in the Financial Services industry.
Carolyn Levin's colleagues at Stonehage Fleming are Maria Peverelli, Mark Swainson, Mary Sheppard, Karen Oliver, Grant Rogerson, Richard Mallet, Alvaro Romera and others.
Carolyn Levin's phone number is N/A
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