Company Information

Get to know Avantra Family Wealth

Avantra Family Wealth operates as a multi-family office, offering a holistic and integrated approach to wealth management for a select group of affluent families. The firm was founded on the principle of providing objective, fiduciary advice, focusing on long-term financial well-being and the preservation of generational wealth. Their services encompass investment management, financial planning, tax and estate planning coordination, risk management, and philanthropic advisory, aiming to simplify the complexities of significant wealth and align financial strategies with their clients' core values and goals.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Avantra Family Wealth

United States

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.