VOR41-Guest: Rayah Levy - Voice of Reason

Series Host, Dave Dias introduces Rayah Levy, highlighting her expertise in wealth preservation, due diligence, asset management, investment diamonds, art market, and cultural conservation. Rayah is recognized globally by collectors and investors and is fluent in Hebrew with a strong knowledge of theology and finance.


Rayah shares her background, starting in the art business in 2002 after studying medicine and working in the medical field. She purchased domain names like fineart.com and art.com, building an online gallery. She researched museum funding and art finance, creating the first art fund in Australia, where self-managed super funds could invest in art. In 2007, she opened an art advisory firm, focusing on data analytics of the art market and developing due diligence software, integrating with agencies for Nazi looted art.


Rayah explains that wealth preservation advisory focuses on preserving wealth for heirs, estate planning, and minimizing tax liability. They customize approaches for each client, setting up entities and trusts to maximize earnings and facilitate the transfer of wealth to future generations. She mentions working with hundreds of CPAs and offering tax advisory services through their team.


Rayah provides a use case where they assisted a family with a diamond ring purchase. They discovered the diamond was more valuable than initially thought and created a structure for the ring to be placed in a business set up in the children's names, creating an asset and a business for them. She also mentions facilitating non-cash charitable donations of artworks for clients as an annual tax strategy, adhering to strict IRS standards.


She advises diversifying portfolios by investing in hard assets like art and fancy color diamonds, specifically A-rated fancy color diamonds, which are 0.0001% to 0.0004% of the world's diamonds (red, pink, blue, and green). These are used to generate income and offset tax liability. She also supports clients with donor-advised funds, noting the higher ROIs in hard assets and the security they provide in the current economy. She recommends investing in hard assets and suggests viewers visit the website and fill out the form to be qualified as a client.

Categories: Lifestyle

Starring: Dave Dias