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.”
Everplans is the leading tool helping Advisors increase retention across generations, establish new relationships, and strengthen existing ones.
Featuring flexible pricing and robust functionality, we can customize a plan for everyone from sole propietors to global enterprises.