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.