Independent Advisory
Unconflicted and client-first, Averell provides strategic counsel free from products, commissions, or institutional bias.

Bespoke Wealth Structures
We design and coordinate tailored trusts, foundations, and holding companies to protect assets, optimize cross-border efficiency, and preserve continuity for future generations.

Family Office Setup & Optimization
From creating new family offices to refining existing ones, Averell ensures governance, operations, and talent are structured to serve as an effective extension of the family.

Curated Investment Access
We open doors to opportunities rarely visible to the public — high-performing, ESG-aligned, and impact-driven strategies sourced from our private global network of banks, family offices, and asset managers.

Philanthropy & Impact Strategy
We help families define their legacy beyond wealth, designing foundations, philanthropic vehicles, and impact programs that align with their values and deliver measurable outcomes.

Family Governance & Succession
Averell crafts constitutions, decision-making frameworks, and inheritance strategies that provide clarity and stability, reducing conflict and safeguarding unity across generations.

Next-Generation Stewardship
Through mentoring, bespoke education, and integration into governance structures, we prepare heirs to become capable stewards of both assets and values.

Risk, Reputation & Crisis Strategy
We manage high-stakes challenges discreetly — from legal disputes to reputational threats — coordinating trusted advisors and restoring stability when families are most exposed.

Privacy, Cyber & Security Oversight
In an age of heightened risk, Averell safeguards families against digital, operational, and physical vulnerabilities by orchestrating world-class privacy and security solutions.

Residency & Citizenship
We simplify complex global mobility needs, from citizenship-by-investment and residency applications to international relocation strategies.

Lifestyle & Property
Our discreet support includes luxury property acquisitions, bespoke security arrangements, and lifestyle coordination — enabling families to live globally with freedom, privacy, and confidence.