Frequently Asked Questions

• Who do you typically work with?

  Most of our clients are families, business owners, or executives with complex financial lives. They’ve usually built something meaningful and want to protect and structure it the right way. Many come to us around life changing events, major transitions, or when their current advisor just isn’t keeping up with the complexity.

• Do you handle tax or estate planning in-house?

  Yes, we handle advanced planning internally and often collaborate directly with legal counsel or accountants. That includes trust planning, charitable structures, and multi-entity coordination. The goal is always the same: minimize friction and keep every moving piece working together.What’s the minimum to work with your firm?

• Who do you typically work with?

  Most of our clients are families, business owners, or executives with complex financial lives. They’ve usually built something meaningful and want to protect and structure it the right way. Many come to us around life changing events, major transitions, or when their current advisor just isn’t keeping up with the complexity.

• What are your minimums? 

  Private client relationships generally start at $1 million of investable assets or 350k of household income. However, we aim to identify clients with the right amount of complexity where we can demonstrate our value.

• How is Avance Private different? 

  We’re built for depth, not volume. Our work blends investment management with advanced planning - asset protection, tax management, estate planning, entity structure, and risk management - all coordinated together.  We make sure your wealth is working on all sides, and together. 

• How are you paid? 

  We operate as a fee-based fiduciary. No commissions, no product sales. Our fees are transparent - based on assets under management or a defined planning engagement.