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How we work

From the first conversation to every review.

What happens when you engage us, the principles we hold ourselves to, and how fees and conflicts are disclosed.

An engagement, step by step

Five steps, agreed in writing before any work starts.

  1. Introduction

    A private conversation with our founder about your family's priorities. It carries no obligation.

  2. Discover

    Map the balance sheet, entities, goals and existing advisers.

  3. Proposal

    A written proposal setting out scope, the people on your family, fees, conflicts and the licensed partners involved.

  4. Onboarding

    Access will be set up read-only first, approval thresholds agreed with the family, and reporting started.

  5. Oversee

    Monitor, rebalance and report each quarter to the family council.

Our principles

How we hold ourselves to account.

Your interests first
Your interests come first.
Transparent fees
Costs, terms and conflicts disclosed in writing.
Fees disclosed in writing
Avestix is paid on precious metals transactions, which are commodities, not securities, and we disclose that in writing before you commit. Where we earn a fee, spread or carry on any other transaction, including digital assets, direct deals and co-investments, we disclose it in writing before you commit.
Our capital beside yours
Founder-led, with our own family's capital invested alongside our clients'.

Fees

How we are paid.

Our fees for each service are set out in your written proposal and agreed in your engagement letter before any work starts.

Avestix is paid on precious metals transactions, which are commodities, not securities, and we disclose that in writing before you commit. Where we earn a fee, spread or carry on any other transaction, including digital assets, direct deals and co-investments, we disclose it in writing before you commit.

Questions

Common questions.

Who do you work with?
We work with qualified ultra-high-net-worth families and family offices: full multi-family office from $25M, and fractional support from $10M.
Where do you work?
We work with families in the United States, and with families who want to look at offshore structures in the Cayman Islands. Our regulatory status in each is set out in our Disclosure.
Do we have to change our advisers?
No. Much of our work is alongside existing advisers. We coordinate their work to one plan.
Who provides regulated services?
Investment, trust and insurance services are provided with licensed partners where required.

Request a confidential introduction with our founder.

Tell us about your family's priorities. Every conversation is private and carries no obligation.

Request introduction