Legal
Disclosure
Last updated 26 October 2026
Please read this page together with our Terms and Conditions and our Privacy Policy.
Questions about this disclosure? Contact us.
1. Who we are
"Avestix Wealth" is a trading name used by AVXI Corp., a Nevada corporation, at 732 S 6th St, STE R, Las Vegas, NV 89101, USA, together with the associated companies of the Avestix Group ("Avestix", "we", "us"). "Avestix" on this page means all related entities that operate this website.
Not all services described on this website are provided by the same Avestix company. The company responsible for your engagement, and the people named to your family, are set out in your engagement letter.
2. Where we operate
We work with families in the United States, and with families who want to look at offshore structures in the Cayman Islands. This website is directed at persons in those places. Our regulatory status in each is as follows.
United States. AVXI Corp. is not registered as an investment adviser with the U.S. Securities and Exchange Commission or with any state securities regulator. Investment advisory, trust and insurance services that require a licence are provided by licensed partners, who are named in your engagement letter.
Cayman Islands. AVXI Corp. is not licensed or registered with the Cayman Islands Monetary Authority. Investment, trust and insurance services in the Cayman Islands that require a licence are provided by licensed partners, who are named in your engagement letter.
3. Not an offer or solicitation
Nothing on this website is an offer to sell, or a solicitation of an offer to buy, any security or financial product, or an offer to provide any service, in any place where that would be unlawful or where we are not permitted to make it. We do not accept money or instructions through this website.
Any security offered by an Avestix entity is offered only to qualified investors, only through a private placement memorandum or other offering document, and only under a separate written agreement. No money is accepted from an investor before the investor has received the applicable offering document. Expressing interest through this website creates no obligation on you or on us.
4. Not advice
This website gives general information about our services. It is not investment, legal, tax, accounting or insurance advice, and it does not take your circumstances, objectives or needs into account. Advice is given only after we know your circumstances, under a written agreement with you. Before you act on anything you read here, consult your own attorney, accountant and tax adviser.
5. Who we work with
We work with qualified ultra-high-net-worth families and family offices: full multi-family office services from $25 million, and fractional support from $10 million.
Where we offer access to private investments, they are generally limited to accredited investors under Rule 506(b) and Rule 506(c) of Regulation D under the Securities Act of 1933, and in some cases to qualified purchasers, as set out in each offering document. Offerings under Rule 506(b) are made only to persons with whom we have a pre-existing relationship.
6. Who provides our services
Investment, trust and insurance services are provided with licensed partners where required. Where a partner provides a service, it is the partner, not Avestix, that is licensed to do so, and the partner's own terms apply.
Neptune Global is Avestix's strategic precious metals partner; metals execution runs on the Neptune-GBX exchange. Physical precious metals are commodities, not securities. Their purchase and sale do not require a securities licence, and Avestix arranges them directly rather than through a licensed partner. Trust, insurance and other partners are named in your engagement letter.
7. Fees and conflicts of interest
Our fees for each service are set out in your written proposal and agreed in your engagement letter before any work starts. No fee is charged through this website.
Avestix entities and related persons may earn fees, carry or other compensation on the direct deals and co-investments we offer to clients, may invest alongside clients, and may carry on deals themselves. Avestix is paid on precious metals transactions arranged through Neptune Global. Precious metals are commodities, not securities, and that compensation is disclosed to you in writing before you commit. Where an Avestix entity earns a fee, spread, carry or other compensation on any other transaction, including digital assets, direct deals and co-investments, we disclose it to you in writing before you commit. Where Avestix entities or related persons invest alongside you, we disclose that in writing too.
8. Performance
We do not predict future performance. The value of investments can fall as well as rise, and you may get back less than you put in. Past results do not indicate future results.
Any past, targeted or projected performance shown to you, including a targeted internal rate of return or targeted equity multiple, is not a guarantee and is not indicative of future results. Hypothetical results are produced by applying a model with hindsight, do not reflect actual investments, and your results may differ.
Statements on this website about our founder's history, including her executive roles, professional qualification and companies founded and exited, describe her career before Avestix Wealth and are not a record of Avestix Wealth's results. Avestix Group has reviewed the team details and track-record figures on this website and confirms them. Past performance is not a guide to future results.
9. Forward-looking statements
Statements about plans, expectations, targets or the future are forward-looking statements, not predictions. They are based on assumptions that may prove wrong, and actual results may differ materially. We undertake no duty to update them.
10. Information from third parties
Information on this website that comes from outside sources has not been independently verified, reviewed, compiled or audited by Avestix or by any third party. Avestix, its affiliates, partners, members and employees take no responsibility for its accuracy or completeness.
11. Private investments are illiquid
Securities sold by Avestix entities are not publicly traded and are illiquid unless and until they are registered with the Securities and Exchange Commission. Private placement securities carry resale restrictions and holding periods. You must be able to bear the loss of your entire investment. Neither the Securities and Exchange Commission nor any state or Cayman Islands regulator has approved, endorsed or passed on the merits of any investment described on this website.
12. Use of artificial intelligence
We use AI tools to prepare work. Our services are designed so that every output is checked by a named person before it is used, as set out on our AI governance page. AI tools are designed to work from read-only access, to hold no banking credentials and to have no way to move money. Content on this website prepared with the help of AI tools has been reviewed by a person before publication.
13. Reviews and comments
Ratings, reviews and comments about Avestix may appear on independent websites and social media. They are posted voluntarily, the averages are calculated by those sites and not by us, and they may not represent every client's experience. They are not indicative of future results, and Avestix and its affiliates do not guarantee their accuracy.
14. Images
The images on this website, other than the team portraits, are illustrative, and many were created with AI. They are not pictures of our premises or of our clients' property. The portraits in the team section show the people named beside them. The portraits of Susan Lindeque, Ruan Lindeque, Rocco Lindeque, Marianella Picon Fernandez and R. Adam Smith were digitally extended (background and clothing). The faces are unchanged.
15. Changes
We may change this page at any time. The version on this page on the day you use the website applies, and we update the date at the top when it changes.
16. Contact
Questions about this disclosure: susan.lindeque@avestix.com.