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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

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 serve Meet the team

AI governance How we work About Team 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

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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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