We use a disciplined process and holistic approach to create integrated solutions for multi-generational planning that go beyond traditional wealth management. Avantra Family Wealth is an independent, concierge-style multifamily office, dedicated to working with individuals and families looking for a committed partner to help them identify, articulate and achieve their financial and investment goals.
Driving all that we do is our desire to build deep relationships with our clients, earning their trust and confidence with personal attention and empathetic counsel. To succeed, we act as true fiduciaries, always in the best interest of our clients. Our goal is to simplify the financial lives of our clients so they can have the freedom to spend more time enjoying what matters most in their lives.
Driving all that we do is our desire to build deep relationships with our clients, earning their trust and confidence with personal attention and empathetic counsel. To succeed, we act as true fiduciaries, always in the best interest of our clients. Our goal is to simplify the financial lives of our clients so they can have the freedom to spend more time enjoying what matters most in their lives.
Services
We provide a comprehensive array of family office services for clients especially challenged by multi-generational financial issues. The majority of our clients are Baby Boomers, so we have deep experience helping this "sandwich generation" solve for issues such as financing elder care as well as college tuition - without losing sight of individual retirement planning needs.
By providing clear, intelligent solutions, generated by applying a holistic approach and original thinking, Avantra Family Wealth is committed to instilling our clients with the confidence to make informed decisions about their financial challenges and goals.
We enhance the results of our planning and recommendations by offering a premier-level concierge service that alleviates anxiety, promotes a simplification of priorities, and delivers the freedom to allow our clients to spend more time on things that matter most to them.
We enhance the results of our planning and recommendations by offering a premier-level concierge service that alleviates anxiety, promotes a simplification of priorities, and delivers the freedom to allow our clients to spend more time on things that matter most to them.
We invite our clients to be active collaborators as we co-author their financial plan and explore its impact on those aspects of their lives where Avantra can provide objective guidance and value-added coaching. Our five-step process of Discovery, Planning, Recommendations, Implementation and Monitoring culminates with a customized road map.
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