OUR SERVICES
Private Wealth Management
Avestar Capital provides private wealth management services supported by a team with experience across multiple markets. We work with families, foundations, and individuals to develop and implement investment and planning strategies aligned with their long-term objectives
Global Family Office Services
Avestar is a financial advisory firm that provides bespoke solutions for global family offices,
focusing on unparalleled client experience. Our dedicated professionals strive to provide the
highest level of customer service and optimal results. To address the complexity of ultra-
high-net-worth individuals, we create tailored strategies that align with their individual goals
and needs. We work as an extension of their family and collaborate with them to provide customized solutions and quality financial advice. Our commitment to excellence ensures we deliver the highest level of client service and the best possible results.
Personal Wealth Advisory
Our team includes professionals with experience in estate and tax planning, supported by a network of financial advisors. We provide advice based on our assessment of each client’s circumstances, helping clients evaluate options and make decisions regarding their assets.
Philanthropic Advisory
At Avestar, we also provide expertise in philanthropic advisory to help you plan and manage your charitable initiatives.
Trust and Estate Planning Coordination
We provide trust and estate planning services and work with clients to address long-term wealth transfer objectives. Our team of advisors supports clients in navigating trust and estate matters across generations, taking into account each client’s individual circumstances.
Next Gen Financial Education
At Avestar, we understand how critical it is to impart the right financial knowledge to the next generation. Our team of financial experts offer personalized financial education plans for our clients’ family members covering a comprehensive range of topics.
Family Legacy and Governance Advisory
Financial experts understand how important it is to plan one’s wealth across multiple generations. To help our clients build strong governance structures to their goals, we offer wealth governance advisory services.
Insurance Advisory
An insurance strategy can play an important role in overall financial planning. We provide insurance advisory services to help clients evaluate coverage options based on their individual circumstances.
Wealth Transfer and Estate Planning Advisory
Avestar offers advice and extensive recommendations for individuals and families looking to build a comprehensive and long-term plan for estate and wealth transfer.
Income Tax Planning Coordination
We also offer income tax advisory service to help our clients develop an income tax strategy that reduces the impact of deductions and capital losses and amplifies returns across various investments.
Financial Planning Analysis
Our financial planning analysis helps our clients to build a comprehensive financial plan with extensive recommendations across a diverse range of disciplines.
Philanthropic Advisory
For clients seeking advice on managing their philanthropic programs, we offer holistic advisory services covering donor-advised fund planning, pledge design and maintenance, and charitable use of appreciated securities.
Insurance Advisory
Avestar offers insurance advisory for insurance planning, analysis and risk evaluation. It includes advice and recommendations on life, health, property, disability and casualty insurance coverages.
Financial Education and Planning
We offer multi-generational financial education and planning services for our clients. Our team of financial experts helps our clients prepare their families for any possible financial issues that may arise in future.
Investment Planning and Administration
At Avestar, we provide comprehensive solutions in investment planning and administration, including asset allocation planning, management of multiple investment profiles, and management of all financial and investment records.
Financial Reporting
We offer comprehensive financial reporting services that cover all major aspects like cashflow, net worth, estate balance sheets, etc. Our reports are tailored to our clients’ unique needs and consolidated to simplify even the most complex financial details.
Family Office Services
Avestar also offers family office services to help clients manage their household and office. This includes cash flow and liquidity planning, bill payment, tax preparation, financial accounting and bookkeeping, and management of payroll and benefits.
