AVANTIA

Avantia: A Family Office

@avantiamfo

Seattle, Washington
http://www.AvantiaMFO.com
Investment Management

Overview

About Avantia: A Family Office

Enabling peace of mind through purposeful planning and thoughtful investing.

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

Headquarters

Seattle, Washington

Website

http://www.AvantiaMFO.com

Company Size

2-10 employees

Industry

Investment Management

Company Type

Privately Held

Founded

2020

Specialties

Investing & Banking, Lending & Capital Advisory, Family Office Services, Wealth Advisory, Investment Management, Generational Wealth Transfer Planning, Charitable Gift Planning, Wealth, Estate Planning, Tax Planning, Wealth Events, Real Estate, Financial Education, Foundations & Endowments, and Inflation Protection

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