Independent
01Averell has no product to sell and accepts no commissions. Our advice answers only to the family’s objectives.
Private Office Counsel
One senior advisor coordinating structuring, capital, governance, and relocation between Monaco, Miami, and the jurisdictions in between.
MonacoMiamiLondon
01 Positioning
Traditional advisory models no longer meet the needs of families operating across complex jurisdictions and industries.
Averell is designed for those who demand a more intelligent, integrated solution — blending legal precision, financial strategy, governance, and lifestyle management into a seamless private advisory platform.
We engage only with clients seeking a long-term strategic partner to protect and advance their capital, enterprises, and legacy.
We are not a bank. We are not a law firm. We are not consultants.
Averell is the family’s principal advisor. We design the strategy and direct the family’s lawyers, bankers, trustees, and advisors to deliver it.
02 The Averell Difference
Averell has no product to sell and accepts no commissions. Our advice answers only to the family’s objectives.
Client names, holdings, and matters are never disclosed. We work through the fewest hands necessary, and our engagements leave no public footprint.
Every family works directly with the founder. There are no junior handovers and no institutional layers between the principal and the advice.
Our work sits between Monaco, Europe, and the United States. We align structures, residency, and governance across legal systems so they hold together as the family moves.
03 Our Services
Five disciplines, held together by one relationship.
04 Our Founder
“Over a decade in physical oil trading, oil and gas M&A and compliance, family trust structuring, and contentious matters. I founded Averell to give families one senior advisor who has sat on the other side of the table: quiet strategy, disciplined execution, and enduring results.”
Tracy A. Wong, Founder
Named in the Spear’s Hommes & Femmes d’Affaires Index 2026
Enquiries
We engage only with clients seeking a long-term strategic partner to protect and advance their capital, enterprises, and legacy.
Enquiries are answered personally within one business day.