Articles

As investors continue increasing allocations to private equity, venture capital, infrastructure, and real assets, illiquidity has become a defining challenge in portfolio construction. Illiquidity management in family office portfolios is not simply about maintaining enough cash reserves, it is about balancing long-term capital appreciation with operational flexibility and risk resilience. Avestar Capital is increasingly exposed […]

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

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

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

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

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

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,