Intentional Philanthropy in Practice: Integrating Your Client's Values into Financial Plans

About the Author

Sloan Levett is a partner and the practice lead of the family office group at Fuller Landau, with more than 15 years of experience providing objective advisory services to successful individuals and their families to help preserve, manage, and grow their wealth.

Sloan helps his clients design and implement customized wealth management solutions in an integrated fashion. He provides strategic support in a wide range of financial areas, including investment portfolio asset allocation and manager selection, insurance, tax planning, philanthropy, and wills and estates.

Sloan’s clients describe him as focused, responsive, and personable, and his practice is to walk clients through complex issues and give them the peace of mind that they’re making measured and well-reasoned decisions based on their goals and values.

Sloan obtained his Family Enterprise Advisor™ designation, which enhances his ability to help multi-generational family enterprises navigate areas such as family communication, effective governance structure, and thoughtful continuity planning.