Avestar Capital

We apply our varied and valuable expertise to create integrated balance sheet solutions, customized for each of our clients. Avestar's unique competitive advantage is that we enrich our relationships by connecting ideas, opportunities and people across our strong network of investors, multi-industry entrepreneurs, financial professionals, and professional contacts. Our distinctive approach is integrated and comprehensive, by first analyzing a client's comprehensive balance sheet and then creating optimal financial planning structures and tailored investment management strategies - followed by seamless implementation, ongoing monitoring and financial administration of the action plans. We look to achieve an optimal structure for your financial picture, from a tax, debt and cash flow perspective. Because we believe that there is too much risk in limiting wealth management to investment management, we will re-engineer your balance sheet as needed, to generate a more accurate, fully integrated portfolio allocation. We recognize that income taxes and estate taxes cause significant erosion of wealth, so we focus on building solutions to mitigate the impact of taxation. We address your needs from a truly collaborative partnership perspective, emphasizing a client service relationship designed to simplify and unburden your financial life. The name Avestar was created by combining the words Avestan and Star. Avestan is the ancient language of the eastern religion Zoroastrianism, which exalts wisdom and emphasizes an individual's free will to choose to do good deeds, ensuring happiness and keeping chaos at bay. The star is symbolic of how Avestar pulls together the six points of our integrated approach to create a clear unified strategy for each client. The points represent our ability to provide an objective, comprehensive and integrated approach to managing a client's balance sheet - from overall balance sheet strategy to investment management and ongoing financial administration. Avestar Capital seeks to be conflict-free and offers unbiased and objective advice across one's balance sheet, supported by a customizable implementation and service model. Avestar's open architecture ensures the firm's ability to serve our clients as true fiduciaries. Avestar Capital achieves success by helping our clients simplify, optimize and confidently handle their financial lives - from generating wealth to fiscal literacy among their families... from launching new businesses, to investing in existing ventures, to preparing for business succession... from fulfilling philanthropic objectives to enjoying the life and leisure each client deserves. We are equally dedicated to solving the complexities of family and business finances as we are to helping clients address their personal family dynamics and define objectives that influence their decisions. We are sensitive to the psychology of wealth, and are experienced in dealing with multi-generational challenges - the objective of raising fiscally responsible children, the hope of fulfilling philanthropic wishes, and the dream of building a lasting legacy. As an employee-owned partnership, we are equally committed to our team as to our clients, recognizing that our mutual success is achieved through true partnership. Xerxes Mullan