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Averell

Private Office Counsel

Private advisory for families with wealth across Europe and the Americas.

One senior advisor coordinating structuring, capital, governance, and relocation between Monaco, Miami, and the jurisdictions in between.

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MonacoMiamiLondon

01 Positioning

One Advisor.
Every Jurisdiction.

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

Independent

01

Averell has no product to sell and accepts no commissions. Our advice answers only to the family’s objectives.

Discreet

02

Client names, holdings, and matters are never disclosed. We work through the fewest hands necessary, and our engagements leave no public footprint.

Senior-Led

03

Every family works directly with the founder. There are no junior handovers and no institutional layers between the principal and the advice.

Cross-Border by Design

04

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.

01 Wealth Strategy and Structuring We design how the family’s assets are owned and held, so wealth is protected and passes as intended. 02 Capital and Banking Relationships We make sure the family has the right banks, custodians, and managers in place, and we hold them to account. 03 Governance and Legacy We set the rules for how the family makes decisions and passes on wealth. 04 Disputes and Contentious Matters When a matter becomes contentious, we build and lead the team that resolves it. 05 Residency and Relocation We plan and manage the family’s move, from residency through to an established household.
Tracy A. Wong, Founder of Averell

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.