The Avantia Way

Initial Conversation.

We learn about you and your family, share who we are and the tools we use, and walk you through our process. Afterward, you receive a summary of our meeting.

 

Deeper Understanding. You share the information and documents we request. We review them and build a draft family office solution as a framework for further refinement.

 

Strategy Presentation. We present a detailed financial plan, investment strategy recommendations, the terms of our family office engagement, and a timeline for implementation.

 

Onboarding. We open your accounts, connect your data to your client portal, and set up a document vault so all your financial documents are in one place. We keep the asset transfer comfortable and clear, with you in control.

 

Implementation. Once your assets have transferred, we update our tax analysis and keep you informed at each step. We then hold an implementation review to walk you through your reports and tools, and you can request further customization.

 

Periodic Reviews. We meet on a regular schedule set in your engagement terms, as often as bi-weekly, monthly, or quarterly. We alternate between investment reviews and financial structure reviews.

 

Annual Family Meeting. A longer meeting that asks whether your family's wealth structure is still aligned with your goals, relationships, opportunities, and risks. It often includes family updates, a wealth overview, strategic planning updates such as estate planning, trust funding, and insurance review, portfolio positioning, education for you or other family members, and preparing the next generation for their future.