Avantia: A Multi-Family Office

www.avantiamfo.com

Comprehensive Wealth Management for Ultra-High-Net-Worth Families. 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

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Comprehensive Wealth Management for Ultra-High-Net-Worth Families. 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

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Country

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State

Washington

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City (Headquarters)

Bellevue

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Employees

1-10

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Founded

2020

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Social

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Potential Decision Makers

  • Founder and Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Client Advisory Associate

    Email ****** @****.com
    Phone (***) ****-****
  • Client Advisor

    Email ****** @****.com
    Phone (***) ****-****

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