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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
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Legal

Terms and Conditions

Last updated 26 October 2026

Questions about these terms? Contact us.

1. About these terms

These terms cover your use of this website. They do not set the terms of any service from Avestix Wealth. Any service is provided only under a separate written agreement. By using the website you agree to these terms. If you do not agree, please do not use it.

2. Who we are

This website is owned by AVXI Corp., a Nevada corporation, and is operated by AVXI Corp. and the associated companies of the Avestix Group (together "Avestix", "we", "us"). "Avestix Wealth" is the name we use for our family office services. All copyright, trade marks and trade secrets are held by Avestix Technologies (see section 12). Not all products and services described on this website are provided by the same Avestix company. Our Disclosure explains who provides what.

3. Who may use this website

This website, and the products and services described on it, are directed at persons in the United States and the Cayman Islands. If you access it from elsewhere, you do so on your own initiative and are responsible for complying with the law where you are.

4. Using this website

You may view and print pages for your own personal, non-commercial use. You may not copy the website at scale, interfere with how it works, attempt to gain access to parts that are not public, or use it for anything unlawful.

5. No offer or solicitation

Nothing on this website is an offer or solicitation to buy or sell any security or financial product, or to provide any service, in any place where that would be unlawful or where we are not permitted to make it. Services are provided only to qualified clients, with licensed partners where required, and only under a separate written agreement. See our Disclosure.

6. No advice

The content of this website is general information. It is not designed to provide personal financial, investment, legal, tax, accounting or insurance advice, and it does not take account of your objectives, financial situation or needs. Nothing on this website is a recommendation to invest. Take advice from a qualified professional before you act on anything you read here.

7. Products and services

The products and services described on this website are described in general terms only. Each is provided under its own written agreement, by the Avestix company or licensed partner named in that agreement, and on the terms set out in it.

8. Investment performance

No Avestix company guarantees the return on, or the performance of, any investment, or the repayment of any capital. Investments carry risk, including the risk that repayment is delayed and the risk of loss of income or capital. Past results do not indicate future results.

9. Accuracy

We try to keep the website accurate, but we do not promise that it is complete or current. Avestix Group has reviewed the team details and track-record information on this website; see our Disclosure for how performance is stated. We may change or remove content at any time without notice.

10. Third-party offers and links

This website may contain links to websites, products or services of third parties. We do not verify or endorse them, and we are not responsible for them. If you obtain goods or services from a third party, you do so at your own risk and on that party's terms. You agree to indemnify each Avestix company against any liability, loss or expense arising from your dealings with a third party reached through this website.

11. Linking to this website

You may link to the home page of this website. You may not frame our pages, suggest that we endorse you, or link from a website that contains material that is offensive, unlawful or that disparages Avestix. Links from this website to other sites are for convenience only.

12. Intellectual property

All intellectual property in this website and in Avestix's products and services belongs to Avestix Technologies or its licensors, and is used by the other Avestix companies under licence. This includes the copyright in the text, design, logos, images, software and other content of this website; the Avestix name and logo and the names Avestix Wealth, Avestix Frontier, Avestix Capital, Avestix Fortuna and Avestix Technologies, whether or not registered as trade marks; and Avestix's trade secrets, methods, models, controls and know-how. All rights are reserved.

No part of this website may be reproduced, adapted, distributed or commercialised without the written consent of Avestix Technologies. The names and marks listed above may not be used without that consent. Material belonging to third parties may be used only with the consent of its owner. Nothing on this website, and nothing in your dealings with us, gives you any licence or right in Avestix's intellectual property.

Any non-public information about Avestix's methods, controls, models or tools that you receive, through this website or in dealings with us, is confidential, remains the property of Avestix Technologies, and may not be used or disclosed without written consent.

The images on this website, other than the team portraits, are illustrative, and many were created with AI. The team portraits show the people named beside them. You may not reuse any image without our written permission. 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.

13. Disclaimer and limitation of liability

The website is provided as is. To the fullest extent the law allows, no Avestix company is liable for any loss or damage, including indirect or consequential loss, that comes from your use of the website, from your inability to use it, or from relying on its content. Where liability cannot be excluded by law, it is limited, at Avestix's option, to resupplying the website or paying the cost of resupplying it. Nothing in these terms limits liability that cannot be limited by law, including liability for fraud or for death or personal injury caused by negligence.

14. Your information

How we handle personal information is explained in our Privacy Policy.

15. Changes to these terms

We may modify these terms at any time by publishing revised terms on this website. We will not notify you separately. The version on this page on the day you use the website applies.

16. Severability

If a court in any jurisdiction finds any part of these terms invalid or unenforceable, that part is severed for that jurisdiction only, and the rest of the terms stay in force.

17. Governing law

These terms are governed by the law of the State of Nevada. You and we submit to the non-exclusive jurisdiction of the state and federal courts located in Nevada, and the courts that hear appeals from them, for any dispute about these terms or this website, except where the law of your country gives you the right to bring a claim elsewhere.

18. Contact

Questions about these terms: susan.lindeque@avestix.com.

19. Version

Original issue: 26 October 2026 (draft). Current version: V1.0 draft. Revision date: not applicable. Based on the Avestix Group Terms and Conditions V1.0, original issue 10 September 2021.

AVESTIX WEALTH

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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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