Independent
01Averell has no product to sell, no house team to staff, and accepts no commissions. Every advisor is chosen on merit, and our advice answers only to the family’s objectives.
Private Office Counsel
Leading advisors, assembled for one family and answerable only to it. Structuring, capital, governance, disputes, and relocation across Monaco, Miami, London, 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. For each family, we assemble the leading lawyers, bankers, trustees, and specialists its affairs require, engaged solely for that family’s purposes, and direct them toward a single strategy. Led by a US-qualified attorney with a career on the commercial side, we bring a lawyer’s scrutiny and an operator’s judgment to every piece of advice the family receives, with no firm of our own to fill.
02 The Averell Difference
Averell has no product to sell, no house team to staff, and accepts no commissions. Every advisor is chosen on merit, and 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
“More than 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
Attorney admitted in Florida, New York, and California. Non-practicing solicitor of England and Wales.
Named in the Spear’s Hommes & Femmes d’Affaires Index 2026
Inquiries
We engage only with clients seeking a long-term strategic partner to protect and advance their capital, enterprises, and legacy.
Inquiries are answered personally within one business day.