Avantia: A Multi-Family Office
www.avantiamfo.comComprehensive 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
Read moreComprehensive 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
Read moreCountry
State
Washington
City (Headquarters)
Bellevue
Employees
1-10
Founded
2020
Social
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Founder and Chief Executive Officer
Email ****** @****.comPhone (***) ****-****Client Advisory Associate
Email ****** @****.comPhone (***) ****-****Client Advisor
Email ****** @****.comPhone (***) ****-****
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