Virtual Family Office
Imagine a world where you have legal, financial, and tax experts at your fingertips to analyze every facet of your personal and business life. Imagine this team working together to maximize your benefits, heighten your returns, and protect you from unseen risks. At Avalan we call this our Virtual Family Office, and we provide services to affluent families and businesses that until now were only available to the mega wealthy through single-family offices.
Our Virtual Family Office offers expertise in the fields of insurance, real estate, tax law, accounting, estate planning and more. Our Wealth Managers serve as coordinators who build the right team of experts to serve your unique needs. We take a big picture approach to managing your wealth, and we differentiate ourselves by understanding the whole client.