A Personalized Approach to Wealth Management for Executives, Founders and High-Achievers
Avidian helps high-net-worth individuals, families, and business owners protect and grow their wealth through:
- Access to a suite of services including financial planning, estate planning, tax strategies, risk management, and investment management — all under one roof
- A cost-effective alternative to a traditional family office
- Access to private real estate, private equity, private credit, and hedge funds for qualified clients
- Clear and consistent communication from a dedicated team of multi-disciplinary financial professionals
Our risk-sensitive approach to wealth management is built to help our clients thrive through even the most turbulent of markets.
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Curious where you stand today? Schedule a meeting with our team and put your portfolio to the test.*
Client & Avidian Team
The Avidian Way
The Avidian Difference
Conservative
We incorporate risk management strategies throughout our financial planning and asset management process.
Disciplined
Our processes are structured so that all factors are fully vetted and considered when selecting appropriate strategies.
Different
We take the time to understand your unique needs, providing tailored solutions while focusing on your best interest at all times.

Trusted Experience
Our team is comprised of highly credentialed, specialized, and experienced professionals. We understand our client’s goals resulting in your family receiving the best advice in asset management, debt management, risk management, taxation, and wealth transfer.