Discovery
01A confidential review of the family’s structures, advisors, and objectives.
— About
About Averell
A private advisory practice headquartered in Monaco, with offices in Miami and London, serving families with wealth across Europe and the Americas.
The Firm
Averell is a private advisory practice headquartered in Monaco, with offices in Miami and London. We act as principal advisor to a limited number of families with wealth across Europe and the Americas, designing the strategy and directing the family’s lawyers, bankers, trustees, and advisors to deliver it.
Averell is independent. We have no product to sell and accept no commissions, and we take on a limited number of families so that every relationship receives senior attention.
— How We Work
Strategy
02A single written plan covering structure, governance, capital, and residency.
Implementation
03We direct the family’s licensed advisors to execute the plan and hold each to account.
Stewardship
04An ongoing relationship, reviewing the plan as the family, its assets, and the law change.
Our Offices
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Monaco Headquarters
Le Panorama
57 Rue Grimaldi
98000 Monaco -
Miami
121 Alhambra Plaza
Coral Gables, Florida 33134 -
London
64 Knightsbridge
London SW1X 7JF
Averell is led by its founder, Tracy A. Wong.
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.