Avantia: A Family Office Overview

Headquarters: 400 University St
Website: www.avantiamfo.com
Industry: Investment Management
Employees: 7
Founded: 2020
Funding: ,
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Investing & Banking Lending & Capital Advisory Family Office Services Wealth Advisory Investment Management Generational Wealth Transfer Planning Charitable Gift Planning Wealth Estate Planning Tax Planning Wealth Events Real Estate

About Avantia: A Family Office

Enabling peace of mind through purposeful planning and thoughtful investing. The majority of our clients seek a holistic approach in which we review their entire financial picture. We build a bespoke solution that is custom tailored to their family and situation that incorporates multiple areas of expertise. This includes - Financial Planning, Investing & Banking, Lending & Capital Advisory, Wealth Advisory, and Family Office Services. Vision: a world in which the financial lives of others are enhanced. We foster an improved level of understanding, allowing financial decisions to be made with confidence and ease - at a completely transparent cost. Our Core Values: Client Delight Honesty & Integrity Accountability Academically Rigorous Operational Excellence Innovate & Thrive Omdurman, LLC dba Avantia

Avantia: A Family Office Contact Details

People in AeroLeads: 4

Avantia: A Family Office Org Chart

Sample employees and titles

Name	Title	Location	Contact
Trevor Cobb	Comprehensive Wealth Management for Ultra-affluent Families		View
Lincoln Granberg	Supporting the Delivery of Holistic Private Wealth Management to Clients.		View
Spencer Smith	Economics Student - Literature, Science, and the Arts	United States	View
Keaton Layman	Comprehensive Wealth Management for Ultra-high-net-worth Families - Client Advisor at Avantia		View