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HOPE IS NOT A FINANCIAL PLAN.

EXPLORE OUR FINANCIAL TOOLBOX.

GIVE YOUR MONEY THE BOOST IT NEEDS 

AV Financial Services approach traditional trustee services in a modern, focused, and adaptable manner. AV Financial offers tailored solutions across the entire spectrum of fiduciary services, from the fully discretionary trustee and directed trustee services to serving private labeled trust companies. AV Financial services are worldwide, we also provide special purpose jurisdictions in Delaware, Nevada, the Cayman Islands, and Guernsey. 

At AV Financial every client is a integral part of our business and we view you as a valued part of the AV Financial family.  Av Financial Trust Advisor are equipped with substantial experience in resolving fiduciary and family office issues. We can meet your family's generational needs.

About

DRIVEN BY PERFORMANCE

Our dedicated practice within Avram Wealth Management managed and advised on nearly $100 million in client assets, and leverages investment resources and expertise from across AV Financial Services, Baseline and AV Capital Partners business units to meet our clients' needs.

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15+
YEARS EXPERIENCE

95%
CLIENT RETENTION

500+
CLIENTS

Features

TAILORED SOLUTIONS TO FIT
ANY FINANCIAL NEED  

 

SEE HOW OUR CUSTOMISED  FINANCIAL SOLUTIONS FIT YOUR BUSINESS TOO.

Projects
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