Avantra Family Wealth operates as a multi-family office, offering a holistic and integrated approach to wealth management for a select group of affluent families. The firm was founded on the principle of providing objective, fiduciary advice, focusing on long-term financial well-being and the preservation of generational wealth. Their services encompass investment management, financial planning, tax and estate planning coordination, risk management, and philanthropic advisory, aiming to simplify the complexities of significant wealth and align financial strategies with their clients' core values and goals.

Founded in

United States