Case Study

Avantra Family Wealth

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.

“Don’t wait to start this type of process, because it’s what clients are yearning for. They can find anybody to manage the assets, but they can’t find just anyone to manage a life.”


Key Takeaways

  • How to engage clients and strenthen client relationships.
  • Providing differentiating value to its clients and their families.
  • Using Everplans to provide meaningful reasons to be introduced to beneficiaries, discover new assets and drive engagement.

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