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AVESTIXWEALTH
Services

Signature services

  • CFO ServicesA Chartered Accountant-led, AI-enabled finance function
  • Investment AdvisoryAn outsourced investment office for the whole balance sheet
  • Distressed and turnaroundRestructuring and recovery for holdings under stress

Service groups

  • Planning and structuringSales, cross-border tax, trusts and concentrated positions
  • Family and successionGovernance, education and philanthropy
  • Protection and lifestyleCybersecurity, travel and lifestyle support
AI governanceDesigned so AI prepares the work and a named person signs it off.All 23 services
Who we serve

Individuals and families

  • Ultra-high-net-worth individualsA family office for one
  • Founders after an exitBefore, during and after a sale
  • Multigenerational familiesOne team for the whole family enterprise
  • Women inheriting wealthNew responsibility, on your terms
  • Athletes and entertainersEarly wealth, planned to last

Offices and advisers

  • Single family officesSpecialist capability alongside your team
  • Professional advisersWork with us on a shared client
How we workFrom the first conversation to every review, and how we are paid.Who we serveMeet the team
AI governance How we work AboutTeam Search
Services
  • Services
  • CFO Services
  • Investment Advisory
  • Planning and structuring
  • Family and succession
  • Distressed and turnaround
  • Protection and lifestyle
Who we serve
  • Who we serve
  • Ultra-high-net-worth individuals
  • Founders after an exit
  • Multigenerational families
  • Women inheriting wealth
  • Athletes and entertainers
  • Single family offices
  • Professional advisers
Request introduction

Legal

Privacy Policy

Last updated 22 October 2026

This page explains what personal information Avestix Wealth collects through this website, why, and what you can do about it. It covers this website only.

Who is responsible

The controller of your personal information is AVXI Corp., a Nevada corporation, part of Avestix Group, at 732 S 6th St, STE R, Las Vegas, NV 89101, USA. In this policy, "we" and "us" mean AVXI Corp. Avestix Wealth is the name we use for our services.

What we collect

  • The contact form. If you send the contact form on our contact page, we receive what you enter: your full name, email address and message, and, if you choose to give them, your phone number, your country or jurisdiction and your approximate wealth (a range, or "prefer not to say"). See Contact form below.
  • Emails you send us. If you email us, we receive your name and email address if they appear in the message, plus anything you write or attach. You choose what to send.
  • Analytics, only after you accept. If you accept analytics in the cookie banner, Google Analytics 4 records how you use the pages (see Cookies and analytics). If you decline or ignore the banner, no analytics tag loads.
  • Request details held by our host. When your browser loads a page, the hosting provider receives your IP address, browser type and the address you asked for. We use Vercel to host our staging site and AWS to host the live site.

This website loads no third-party fonts, advertising or social media scripts. We ask for no passwords, payment details or identity documents here.

Why we use it, and our legal basis

PurposeLegal basis
Understanding which pages visitors read (Google Analytics 4)Your consent, GDPR Article 6(1)(a). You can withdraw it at any time.
Replying to your contact form or email and keeping a record of the conversationOur legitimate interest in answering enquiries, Article 6(1)(f), or taking steps you ask for before an agreement, Article 6(1)(b).
Keeping the website secure and workingOur legitimate interest, Article 6(1)(f).
Meeting legal and regulatory dutiesLegal obligation, Article 6(1)(c). [REGULATORY STATUS BY JURISDICTION — D4]

Who else sees it

We share personal information only with the providers and parties listed here:

  • Google, for Google Analytics 4, and only if you accept analytics.
  • Web3Forms (Web3Creative, based in India [WEB3FORMS ENTITY, CONFIRM FROM ACCOUNT TERMS — D4]), which receives what you send through the contact form and passes it to us by email.
  • Google Workspace (Google LLC), which handles the mailbox that receives your email.
  • Vercel (staging site) and AWS (live site), for hosting.
  • Our professional advisers and regulators, where the law requires or where we need advice.
  • Affiliates within Avestix Group, where needed to answer your enquiry. [AFFILIATES WORDING — D4]
  • A buyer or successor, if the business is sold, merged or reorganised, subject to this policy. [SUCCESSOR WORDING — D4]

We do not sell personal information.

Contact form

The contact form asks for your full name, email address and message, which are required, and lets you add your phone number, your country or jurisdiction and your approximate wealth. We use them to reply to you, to prepare for a first conversation and to keep a record of our conversation. Our legal basis is our legitimate interest in answering enquiries, Article 6(1)(f), or taking steps you ask for before an agreement, Article 6(1)(b). We do not ask for your consent to marketing in this form, and we do not use it for marketing. The form also tells us which page of our site you came from, shown as “You were looking at”, which you can remove before sending.

If you are an adviser and you tell us about a client in the form, we keep what you send about them in the same way and for the same time as the rest of the form, and we use it only to answer your enquiry and to prepare for a first conversation. Please make sure your client has agreed to you sharing their details with us before you send them.

When you press "Send request", your browser sends the form directly to Web3Forms, a form-handling service that acts as our processor. Web3Forms is Web3Creative, based in India [WEB3FORMS ENTITY, CONFIRM FROM ACCOUNT TERMS — D4]. It forwards your details to us as an email, which we receive in Google Workspace (Google LLC). Web3Forms keeps form submissions for as set out in Web3Forms' terms (currently up to 1 year on a paid plan) [FORM RETENTION, CONFIRM WITH WEB3FORMS ACCOUNT PLAN — D4]. If you prefer not to use the form, you can email us instead.

We plan to move the storage of form submissions to our own client-relationship system. We will update this policy before that happens.

A separate analytics property for this website

Avestix Wealth has its own Google Analytics 4 property. It is separate from the one Avestix Frontier (avestixfrontier.com) uses, and the analytics of the two websites are not combined.

The two websites use separate cookie domains and no cross-site linking, so we do not follow one visitor from one site to the other. A person who visits both is counted as a separate visitor on each.

Cookies and analytics

We use Google Analytics 4 to see which pages visitors find useful. It runs only on our live website (www.avestixwealth.com), and only if you accept analytics in the banner. If you decline, or you do not answer, the tag is never loaded and no analytics cookies are set.

If you accept, Google Analytics records the pages you view, the site you came from, your approximate location (which Google works out from your IP address), your device and browser type, clicks on links to other websites, and that you sent the contact form, never what you wrote in it. It does not record your name, email address or any other detail you enter. We send Google no name, email address or user ID. Before a page address is sent, we remove everything after the "?" except a short list of campaign tags such as utm_source. We have switched off Google signals and advertising features.

NameWhereWhat it doesHow long
_gaCookie on avestixwealth.comTells one visitor from another for Google AnalyticsUp to 2 years
_ga_<id>Cookie on avestixwealth.comKeeps the state of your session for Google Analytics (<id> is our stream identifier)Up to 2 years
aw_consent_v1Your browser's local storageRemembers whether you accepted or declined analytics, and when12 months, then we ask again
aw_form_v1Your browser's session storageRemembers whether your contact request was sent, so we can show you the result if you reload or come back to the page. It holds nothing you typed.Until you close the tab; ignored after 30 minutes

Google keeps analytics data for 14 months. Google acts as our service provider for this data and may process it in the United States and other countries. Read Google's Privacy Policy. You can also install Google's opt-out browser add-on.

Your choice is stored only in your browser. We keep no record of it on a server, so we cannot look it up or change it for you. To change your mind, use "Cookie settings" in the footer of any page. If you decline after accepting, collection stops and the Google cookies are deleted from your browser. Data Google already holds stays until its 14 months are up. Clearing this site's data in your browser also removes your choice, and we will ask again.

How long we keep it

  • Google Analytics data: 14 months.
  • Your analytics choice: 12 months in your browser.
  • Contact form submissions held by Web3Forms: as set out in Web3Forms' terms (currently up to 1 year on a paid plan) [FORM RETENTION, CONFIRM WITH WEB3FORMS ACCOUNT PLAN — D4].
  • Emails, contact form messages we receive and the records of our correspondence: 2 years from our last exchange with you. We may keep them longer where the law requires it or where we need them to deal with a claim.
  • Host request logs: Our staging host, Vercel, keeps request logs for up to 1 day. We do not keep access logs for the live website. [HOST LOG WORDING — D4].

Your rights

Depending on where you live, you may have the right to ask us to give you a copy of your personal information, correct it, delete it, restrict or object to how we use it, move it to another provider, and withdraw consent you have given. You can also complain to the data protection authority where you live.

  • Under the GDPR, we answer within one month. We can extend that by up to two further months for complex requests, and we will tell you if we do.
  • Under the CCPA and CPRA, we confirm receipt within 10 business days and answer within 45 days. We can extend that once by up to a further 45 days, and we will tell you if we do.
  • We do not discriminate against you for using these rights.

To make a request, email susan.lindeque@avestix.com. We may need to confirm who you are first.

Transfers outside your country

Google, Web3Forms and our hosting and email providers may process personal information in the United States and other countries. Where information leaves the UK or the European Economic Area, we rely on the safeguards the provider offers, such as the EU-US Data Privacy Framework or standard contractual clauses. Google, Amazon Web Services and Vercel are certified under the EU-US Data Privacy Framework, including its UK Extension. Web3Forms is based in India, and for transfers to it we rely on its data processing agreement. [TRANSFER WORDING — D4]

Security

We use reasonable technical and organisational measures to protect your information, including HTTPS on every page of this website. No method of transmission or storage is completely secure, so we cannot guarantee absolute security. [SECURITY WORDING — D4]

Children

This website is for adults. It is not directed at children, and we do not knowingly collect information from them.

Changes to this policy

We will post changes on this page and update the date at the top. If a change affects how we use analytics, we will ask for your choice again.

Contact

Questions about this policy or your information: susan.lindeque@avestix.com.

AVESTIX WEALTH

Cayman · United States

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We work with qualified ultra-high-net-worth families and family offices. Investment, trust and insurance services are provided with licensed partners where required. Nothing on this page is an offer or solicitation to buy or sell any security or financial product.

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