Family Office
Family Office
Avenue offers extended services for the intricate financial needs of high-net-worth families with more nuanced financial situations. This goes beyond financial planning, investment management, and tax and estate planning services. Avenue’s four partners have extensive experience helping clients in the below areas, providing unbiased advice without any conflicts of interest. This means we do not accept commissions and referral fees to always maintain our independence.
Avenue’s extended services include:
- Financial Education For Family Members
- Business Advisory
- Cash Management
- Lifestyle Management
- Specialized Hedging Strategies
- External Manager Search And Selection
- Ongoing Financial Monitoring, Reporting
- Consultations With Tax And Legal Professionals
- Philanthropy
- Cyber Security
- Legacy Planning
- Private Banking Services (through National Bank Financial 1859)
- Trustee Services (through non-bank independent regulated trust companies)
Avenue’s goal is to allow our clients to focus on what matters most to them.
Fees are dependent on the nature of services and level of assets with Avenue Investment. Please contact info@avenueinvestment.com for more information.
Additional Resources
Learn more about Family Offices and Avenue’s Services.
Family Office Services
At Avenue Investment Management, we understand that significant wealth requires sophisticated management and personalized attention. Our family office services provide comprehensive solutions that help wealthy families preserve and grow their assets while maintaining their legacy across generations.
How Do Family Offices Invest?
At Avenue Investment Management, we understand that family office investing requires a sophisticated approach that goes beyond traditional wealth management. Family offices represent the most comprehensive form of wealth management, combining institutional-grade investment strategies with highly personalized service to preserve and grow family wealth across generations.
When Is The Right Time To Start A Family Office?
Determining when to start a family office requires careful consideration of multiple factors beyond just wealth levels. The right timing depends on your family’s complexity, long-term goals, and readiness to commit to the ongoing responsibilities that come with establishing and maintaining a family office structure.
What Is A Family Office?
A family office is a comprehensive wealth management solution designed to serve the complex financial needs of high-net-worth families. At Avenue Investment Management, we understand that significant wealth requires sophisticated management, personalized attention, and a long-term perspective focused on preservation and growth across generations.