Project Family Portfolio

Levi’s role

Levi assumed responsibility for overseeing the members’ voluntary liquidation of multiple solvent companies within a family portfolio.

Outcome

Outcome

Levi ensured the lodgement of income tax returns, obtained necessary clearances from the ATO and facilitated the distribution of funds to shareholders in a timely manner.

Services

  • Family Office
  • Financial Management
  • Stakeholder Liaison