our services
Insurance Strategies & Risk Management
Our expert insurance consultants on the Avanti Insurance team, analyze current plans and tailor product selection and develop new concierge service plans that provide cost savings and better long-term results.
Your best clients will know that their risk management plan is fine tuned to do only what it’s intended for – meet their ultimate goals and objectives cost effectively and protect what they have worked so hard to build.
Alternative Investment Opportunities & Custom Portfolio Construction
The Avanti Private Markets team identifies opportunities and develops portfolios specifically for your private clients’ goals and objectives partnering with the best money managers in the world. These opportunities are typically only available to large institutional or qualified investors, however, our access allows accredited investors simplified access to those avenues. We combine these opportunities with our ability to construct insurance and lending solutions to create unmatched efficiency to estate and generational planning in attaining the plan your best clients want to implement.
Business and UHNW Client Consulting
Our consultants take an objective look at your client’s closely held businesses and overall wealth structure, and use our expertise and attorney and CPA network to plan strategies that enhance and optimize your best clients goal and objectives.
We work closely with you as the advisor to ensure that you are highlighted as their ultimate financial partner by bringing us as experts in our specialized fields to the table to ensure they and you are making the best decisions together as a team.
Why the Avanti Global Solutions Team
Our team has years of experience working with advisors and their clients on unapparelled strategies and solutions using insurance, lending, and portfolio and investment vehicle construction, differentiated from any other private client firm or insurance marketing firm in the business.
We develop a plan that focuses on the key benefits of the advisory firm and their advisor force. We offer the best in class service, insurance point-of-sale specialists, and advanced sales support and marketing teams in the business.