CROSS BORDER PRIVATE WEALTH
Avestar Advisory Private Wealth Management seamlessly integrates the extensive resources of a global advisory firm with the personalized approach of an investment boutique. We offer a tailored, hands-on strategy to assist families, foundations, and individuals in effectively managing all facets of their wealth, including the preservation of their legacy.
Asset Management
Global Balance
Sheet Reporting
Financial Planning Coordination & Administration
Real Estate Holdings/Investments
Private Equity & Venture Capital Investments
Financial Documents Storage Vault
Liability Management Strategy & Services
Accounting Services & Tax Compliance Support
Financial Data & Portfolio Analytics
Tax Coordination & Administration
Financial Administration
External Asset Management
