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Client & Avidian Team

The Avidian Way

  • Estate Planning

    Few things are as personal as the legacy you leave behind. That’s why our fiduciary firm provides a family office-style environment for you to develop a tax-sensitive wealth transfer plan designed to make your family and charitable gifting goals a reality.


    How we help:

    • Reviewing and updating wills, trusts, and other documents

    • Confirming and coordinating beneficiaries

    • Direct collaboration with your legal and accounting teams

  • Tax Strategies

    Don’t let taxes eat away at what you’ve built. Across our financial services, Avidian maintains a tax-sensitive approach designed to help you maximize future income, protect your assets, and optimize your contribution and distribution strategies as you plan for a sustainable financial future.


    How we help:

    • Developing IRA and Roth IRA funding strategies

    • Tax-efficient retirement income planning

    • Strategic reviews of current tax returns

  • Risk Management

    Conservative risk management practices and principles define our approach to wealth management. Avidian helps clients implement protective strategies for more resilient portfolios, and develop customized plans to help you and your family weather the unexpected.


    How we help:

    • In-depth portfolio risk assessment and mitigation

    • Cash flow analysis and strategy development

    • Analyzing and optimizing your insurance coverage

  • Investment Management

    Avidian applies time-tested investment fundamentals within our conservative approach, designed to make the most of both passive and active investment vehicles for superior returns and below-average volatility. Our process is rigorous, repeatable, transparent, and executed to match your objectives and goals.


    How we help:

    • Thorough, tailored vetting and assembly of diverse investment opportunities

    • Meticulous monitoring, reallocation, and trading to maximize gains and minimize risk

    • Access to private offerings

  • Financial Planning

    Avidian’s comprehensive approach to high-net-worth financial planning is built around transparency and personalization. We leverage time-tested fundamentals and state-of-the-art technology to deliver coordinated, cost-effective strategies to meet your specific financial goals and timeline.


    How we help:

    • Tax-sensitive strategies

    • Cross-team coordination with your existing attorneys, accountants, and advisors

    • A fiduciary commitment to acting solely in your best financial interest

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.

Avidian team around a table

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.

Team credentials

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