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
Company Details
- Employees
- 7
- Founded
- -
- Address
- 400 University St,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.AvantiaMFO.com
- 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, Financial Education, Foundations & Endowments, Inflation Protection.
- HQ
- Seattle, Washington
Avantia: A Family Office Questions
Avantia: A Family Office's website is http://www.AvantiaMFO.com
Avantia: A Family Office's LinkedIn profile is https://www.linkedin.com/company/avantiamfo
Avantia: A Family Office has
7 employees.
View email and phone details for 7
employees at Avantia: A Family Office.
Avantia: A Family Office's industry is
Investment Management
Avantia: A Family Office's top competitors are
Avantia, Inc.,
Rsm Us Llp,
Keiretsu Family Office,
Ch Investment Partners,
Legacy Knight,
Russell Investments,
Fehu Mining,
Witam Multi Family Office,
Ml Capital,
Thoma Family Office.
Avantia: A Family Office's categories are Investment Management
Avantia: A Family Office's founding year is 2020
