OUR SERVICES

Private Wealth Management

Exceptional wealth brings about exceptional intricacy. Avestar Capital Private Wealth Management blends the ample resources of a worldwide advisory firm with the personalized services of an investment boutique, providing a customized, hands-on strategy to aid families, foundations, and individuals in managing the various aspects – including their legacy – of their wealth.

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.

Private Wealth Management
Global Family Office Services

Personal Wealth Advisory

Our team of estate and tax experts and our network of experienced financial advisors provide objective, unbiased and highly valuable advice to our clients and help them make informed decisions about 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 help our clients to build a legacy that lives on. Our team of highly experienced and trusted advisors makes sure that trust and estate management across generations is simplified as per each client’s unique needs.

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

Having a strong insurance strategy is essential for financial security. We provide top-notch insurance advisory services suited to each client’s unique requirements.

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.

OUR SERVICES

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