About Life Group

Life Group had been founded by Moti and Kate Levi in order to introdcue a new way of doing wealth management and financial planning. While the traditional approach is to focus solely on financial assets and empahsize division of wealth to one's heirs, we believe financial assets are only one class of assets that should be optimized, and rather than divided it should be structured to grow and bring together the family, and to do so to perpetuity, not just one or two generations.

Towards that we work with families on creating a system to create and grow wealth across all types of asset classes, and to share it with family memers in a way that help them grow and avoid the crippling effects of free money.

Dr. Levi's background as a business professor (Penn State, Tulane, Ph.D. from Wharton) allow us to provide businesses with a unique service that combines business and personal finance advice. You can read Dr. Levi's blog at TheMoneyProf.com or on TheStreet.com where he writes a weekly column on personal finance, and you can sign up for his eNewsletter:

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We provide free educational seminars to various non-profit organizationas (e.g. Churches, students' organizations) and help charitable causes by working with the respective organization on a unique fund raising strategy that provide it with an ability to show prospective donors how to give without increasing outlays or taking away from heirs.

Our analyses and plans examine both the debt side and the saving and investments side.To help our clients with implementation we provide insurance and mortgage services and collaborate with other experts to provide a full service.