High Net Worth Individuals (HNWIs) represent a larger percentage of the population than ever before.  This growth is driven by GDP performance and market capitalization growth.  According to Cap Gemini's World Wealth Report in 2005, the population of people with $1M in wealth accounted for nearly 25% of the world's wealth, and this figure continues to increase.  

It is becomingly increasingly difficult to manage this wealth extremely well and maintain an affluent lifestyle.  

Mid-tier millionaires, or those with between $5 and $30 million in assets, have complex needs, but it does not make sense for them to fund a dedicated financial office.  For this reason, one of the biggest challenges is managing their team of strategic advisors.

HNWIs require a tight balance between risk management and cash flow optimization. Wealth can fluctuate significantly in turbulent markets which can result in a life style change if not handled appropriately.

Greater wealth transfer challenges often exist due to the complexity of their business activities and estates. 

Global investments for tax reductions result in additional challenges for managing a financial portfolio.

Self-made success causes HNWIs to want to be more actively involved in managing their wealth.  However, they also want to know that they have one core advisor who can act as quarterback for their team of advisors and execute complex wealth strategies, in essence creating a virtual family office.

HNWIs desire complete and more frequent reporting and accounting of how investment performance is meeting their financial and life goals.

Solid wealth management processes to create financial and estate plans, charitable giving plans, regular risk assessments, and sound reporting are desired to create repeatable planning and execution performance.

AverTrust Wealth LLC is positioned to provide complete strategic, financial and life planning, and solution implementation for you and your heirs.  

The best financial strategic plans must consider tax, legal, financial and personal issues to be most effective.  Our approach with all our clients is to be a strong team player and even leader when needed.  We also use the fundamentals of sound project management and strategic business planning when managing plan execution.

We provide access to the highest rated financial services and experts available with our affiliation to TradePMR as well as First Clearing.  Review our partners here.

Our comprehensive service offering provides clients convenient access to the majority of financial services in one location.  Review our service offering here.  

Most importantly, we provide a disciplined, analytical approach to complex problem solving and solution execution.  Arrange an interview with us today.  We will be happy to answer any further questions.