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Averell

— Services

Five Disciplines. One Advisor.

Averell sits at the centre of the family’s affairs. We set the strategy, bring in the right licensed specialists (when necessary), and manage the work through to completion, so the principal deals with one advisor rather than many. Every service is delivered in coordination with the family’s own lawyers, tax advisors, bankers, and trustees, or with independent specialists engaged directly by the family.

01

Wealth Strategy and Structuring

We design how the family’s assets are owned and held, so wealth is protected and passes as intended.

What we do

  • Map the family’s full asset base, entities, and advisors across every jurisdiction.
  • Design trust, foundation, and holding company structures with the family’s legal and tax counsel.
  • Plan structuring ahead of a change of residence, including for European families relocating to the United States.
  • Establish, review, and restructure single-family offices in Monaco and Miami.
  • Review existing structures periodically so they continue to work as the family, its assets, and the law change.

Outcome

One coherent, fully documented structure that protects assets and supports succession across every jurisdiction in which the family holds wealth.

Typical mandates

Consolidating legacy holdings held through several jurisdictions; pre-immigration planning for a move to Florida; establishing a single-family office.

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.

What we do

  • Lead the selection and onboarding of private banking and custody relationships in Monaco, Switzerland, London, and the United States.
  • Prepare the family for bank due diligence and onboarding, so accounts open without delay.
  • Coordinate lending and financing facilities, including lending against assets and trade finance, with the family’s banks.
  • Oversee the family’s regulated investment managers on mandates, reporting, and fees.
  • Consolidate reporting from every bank and manager into one view for the principal.

Averell does not recommend securities, manage assets, or arrange transactions. Investment decisions are made by the family with its regulated managers.

Outcome

The right institutions in place, on appropriate terms, with one advisor holding them to account and one consolidated view of the family’s position.

Typical mandates

Opening Monaco banking relationships on relocation; restructuring a family’s banking across three institutions; arranging financing against a property or business holding.

03

Governance and Legacy

We set the rules for how the family makes decisions and passes on wealth.

What we do

  • Draft family constitutions and charters with the family and its counsel.
  • Establish family councils, investment committees, and clear decision-making procedures.
  • Plan succession for the family business and for leadership of the family office.
  • Prepare the next generation through structured education and gradual involvement in decisions.
  • Design philanthropic foundations and giving programmes.

Outcome

Clear rules for how the family decides, who succeeds, and how wealth passes between generations without dispute.

Typical mandates

A family constitution for three generations; succession of a founder-led business; establishing a family foundation.

04

Disputes and Contentious Matters

When a matter becomes contentious, we build and lead the team that resolves it.

What we do

  • Assess the matter and set the strategy at the outset.
  • Select and instruct litigation counsel, experts, and specialist advisors in each jurisdiction involved.
  • Manage the team, budget, and timetable through to resolution.
  • Coordinate the reputational and media response, in confidence.
  • Oversee the family’s privacy, cyber, and physical security arrangements.

Outcome

Contentious matters managed to resolution under one strategy and one budget, with the family’s privacy protected throughout.

Typical mandates

Cross-border commercial litigation; shareholder and family disputes; trust disputes; recovery of assets held up by a counterparty.

05

Residency and Relocation

We plan and manage the family’s move, from residency through to an established household.

What we do

  • Plan residency in Monaco and relocation to the United States or within Europe, with licensed immigration and tax counsel.
  • Align the family’s structures and tax position with the new residence before the move takes place.
  • Coordinate banking, property search and acquisition, and household set-up.
  • Manage the practical steps of arrival, including schools, household staff, and insurance.

Outcome

A relocation that is compliant and tax-aligned, with structure, residence, banking, and home in place on arrival.

Typical mandates

Monaco residency for an entrepreneur and family; relocation of a European family to Miami; establishing a second residence in London.

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.

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