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Ultra-high-net-worth individuals have incredibly complex portfolios and balance sheets. Experienced financial planners such as those at independent financial advisory Avestar Capital are crucial to managing their assets. Xerxes Mullan, Global Advisor for Avestar Capital believes that ultra high net-worth financial planning creates far superior returns as compared to investments. The most effective financial plan is …

Why Ultra-High Net Worth Individuals are primarily focused on Financial Planning vis a vis Investments Read More »

As an entrepreneur, knowing how to raise sufficient capital can mean the difference between success and failure. Entrepreneurs are often faced with the decision of raising money strategically or as a need to fund business growth. Xerxes Mullan, Global Advisor for financial advisory Avestar Capital, is an entrepreneur himself and has gathered meaningful insights from his years of …

Helping an Entrepreneur Monetize Full or Partial Business Interests Read More »

Entrepreneurs do not typically like to use the word “leverage” on their balance sheets, given the risk they are undertaking—financial leverage results from using borrowed capital to amplify the potential returns on an investment. However, the potential downside risk in the case that the investment does not pan out is also high. Xerxes Mullan, Global …

Could Leverage Be a Financial Asset? Here’s How Read More »

Avestar Capital is pleased to announce that Christopher Dunne & Connor Tendall have joined the firm as Relationship Managers. The Founding Partner of Avestar Capital, Xerxes Mullan believes that building strong relationships with clients as well as partner firms is one of the most important tenets in the wealth management business. Xerxes has built a team that …

Chris Dunne & Connor Tendall Join as Relationship Managers at Avestar Capital Read More »

Selling a business can be a daunting task for many. As owners or entrepreneurs begin considering the sale of their enterprise, there are numerous factors to consider. It really does take a village to get the process going. Xerxes Mullan, the Founding Partner of independent financial advisory Avestar Capital, suggests starting early. “Selling a business requires a …

Why active management is better than passive management? Read More »

Selling a business can be a daunting task for many. As owners or entrepreneurs begin considering the sale of their enterprise, there are numerous factors to consider. It really does take a village to get the process going. Xerxes Mullan, the Founding Partner of independent financial advisory Avestar Capital, suggests starting early. “Selling a business requires a …

Pre-sale Planning for Entrepreneurs Read More »

Within the wide range of financial services offered, wealth management happens to be one of the most attractive sectors. This is due to the fact that wealth management has higher growth prospects, requires lower capital and has a higher return on equity as compared to other retail banking businesses. Secondly, wealth management businesses attract and …

Redefining The Wealth Management Paradigm Read More »

Whether you are a US citizen moving abroad or a US Green Card holder becoming an expatriate, numerous financial decisions must be made. Managing your wealth can be an arduous task in itself. To further add the complexities of the various laws across countries, varying time zones and tax codes are a difficult path to …

US citizens or Green Card holder moving abroad? Learn how to plan your finances. Read More »

Entrepreneurship can be an exciting and exhilarating journey with its fair share of ups and downs. At any given stage of self-employment, trying to make your income last in your retirement should be one of your top priorities. As an entrepreneur, you may have the flexibility and freedom that most corporate employees may not have. …

Retirement Planning Strategies for Entrepreneurs Read More »

The financial decision to sell your business is a complex one. To further add to this, one must decide what to do with the wealth once the business is sold. After spending years building your business, finding the right buyer and finally selling the business, there is still some planning left to do. Xerxes Mullan, the …

Sale Planning For Entrepreneurs Read More »