You’ve learned how to make and save money. Now, let us show you
how to manage and
KEEP IT FOREVER
Trusts are a way to transfer legal ownership of some of your assets, with superpowers to
We will be your partner in your client’s trust administration, especially under the Delaware directed trustee statute.
As a client, we will be with you to seek the solution to any challenge you may face as you meet your financial goals.
Levels & Layers, LLC
WHO WE ARE
We are independent wealth management firm and a certified trust and fiduciary advisor. Our focus is to educate and empower existing and future wealth builders of color and our surrounding communities.
DaiShawn Nycole, CTFA™ – Chief Fiduciary Advisor – After serving on behalf of several prominent corporate trustees for nearly 20 years, DaiShawn left her role as Vice President of a national trust company and created Levels & Layers as a solution to the wealth gap caused by systemic racism in America by introducing and establishing trusts within communities of color.
WHAT WE DO
“I have a Will. Why do I need a Trust?” Let us show you how to implement Trusts into your estate plan so that you can enjoy your lifestyle today, while preserving your wealth for your family’s tomorrow.
Your dedicated Trust Advisor will work with you and your existing legal and financial advisors and CPAs to streamline the complexities that can come with completely securing your wealth..
FOR FINANCIAL PROFESSIONALS
Whether you are an attorney, CPA or financial advisor, let us be your preferred Trust advisory partner to help you meet your clients’ needs. We can serve as an Independent Trustee for your client’s Trust or offer professional support as an Advisor if your client is currently serving in a fiduciary role. We do not want to compete with you; we want to work with you.
Of the billions of dollars in assets I have shepherded in my career so far, I would guess that about 2% belonged to a client of African descent. If more people of color knew about trusts and how they work, legacies wouldn’t continue to die with their creators.”