Putting up ownership stake for a buyout in a family business could be a tough and emotionally charged decision. It will be a complex and profitable process that needs to be approached strategically to ensure you receive the best deal for the lifetime of your work in developing the business. Whether the sale is done …
Steps To A Successful Buyout In Selling A Family Business Read More »
For high-net-worth individuals and families with global wealth footprints, navigating the US tax system can be especially complex. If you are a US taxpayer with foreign ties—whether through offshore investments, foreign trusts, international businesses, or dual citizenship—your obligations extend far beyond the standard Form 1040. Failing to comply with global reporting rules could expose you …
Key US Tax Considerations for Individuals with Foreign Ties Read More »
Individual donors across the globe contribute billions of dollars to charities. The majority of them state the reason being the positive impact on society while many also find tax deduction a good reason alongside the positive impact. High-net-worth individuals consider philanthropy to be done only with the right understanding of the organization with proper charitable …
Charitable Trusts vs. Donor-Advised Funds: Choosing the Right Philanthropy Strategy Read More »
Wealthy individuals have earned their position at the top through hard work and patience. Very few have inherited or won their wealth through luck, restricting their ability or experience to grow. However, those who have earned their spot among the few understand the power of monetary habits, which many follow consistently to ensure their position …
8 Financial Habits That Wealthy Individuals Follow Read More »
An ultra-high-net-worth individual may seem to have the perfect life from the outside. And they mostly do, but it doesn’t come with some downsides. The wealth they accompany also brings along certain events that can’t be avoided. Apart from the cost of living for wealthy individuals or their accustomed and extravagant lifestyle, their unique challenges …
The Hidden Costs of Ultra-High-Net-Worth Living That No One Talks About Read More »
Brian Fullerton joins Avestar Capital as Chief Investment Officer, bringing extensive experience in asset allocation and investment strategies, highlighting Avestar’s commitment to superior, client-centric financial solutions, especially for the Indian diaspora. NEW YORK, July 29, 2024 /PRNewswire-PRWeb/ — Avestar Capital recognizes the evolving landscape of financial services, where heightened accountability and client-centricity are paramount. In this dynamic environment, …
Avestar Capital Appoints Brian Fullerton as Chief Investment Officer Read More »
The journey of an entrepreneur will constantly be inundated with upheavals and new challenges. It is characteristic of this journey to be a rather lonely one. Xerxes Mullan, Global Advisor for financial advisory Avestar Capital, suggests creating a strategic board or group of advisors to help and guide emerging entrepreneurs. This group of advisors in a non-board …
Creating A Strategic Advisory Board of Directors for Emerging Entrepreneurs Read More »
– Xerxes Mullan & Shilpa Konduri from Avestar Capital LLC announce the appointment of John Avilles have joined the firm as Client Service Associate Avestar Capital is pleased to announce that John Avilles have joined the firm as Client Service Associate. The founding partner of Avestar Capital LLC[D1] , Xerxex Mullan believes that forging bonds of …
John Aviles joins as Client Service Associate at Avestar Capital Read More »
Customer Satisfaction and Client Delight are new-age branding terminologies that have emerged as contemporary and accepted terminology in the #newnormal. Customer Satisfaction is about achieving set targets and making deliverables promised in a time frame pledged by the organization. Client Delight is about exceeding promised deliverables to retain the client and reinforce the organizational customer …
Global Wealth management advisory firm Avestar Capital’s President Shilpa Mullan Konduri, an Indian-American set to drive company growth. The Board of Atash Holdings announces Shilpa Konduri Mullan as the President of the subsidiary – Avestar Capital. The decision to create an entirely new role of President comes as the firm transitions from a start-up phase to a growth phase …
Avestar Capital Appoints Shilpa Mullan Konduri as President Read More »
Since Avestar Capital’s founding in 2017 with $250 million in AUM, we have grown exponentially and are proud to announce that we closed this year with AUM of $1 billion.
Avestar Capital specializes in strategic financial planning for high-net-worth individuals from the South Asian diaspora, offering tailored wealth management solutions that transcend international borders. With a focus on optimizing financial growth and security, they guide clients through intricate cross-border financial landscapes with expertise and precision.
According to a Ministry of External Affairs report,
32 million NRIs reside outside India;
and overseas Indians comprise the world’s largest overseas diaspora.
— Wikipedia
