Avenir Investment Group was built to fulfill a simple objective: preserve and grow our client’s wealth. We strive to build on the roots of our founders by combining the confidential and careful tradition of Swiss Wealth Management with the dynamism and entrepreneurial spirit of the United States.


We have created an independent, custodian agnostic, unconstrained environment for our Client-Partners to execute their investment goals, free of conflicts and restrictive boundaries.


Our independence and open architecture avoids the conflicts of interest inherent in banking platforms, which often includes excessive and non-transparent fee structures, a limited universe of investment products and solutions, and a transactional nature for conducting business which ultimately under-serves clients.


Our goal is to create true alignment of interests and partnerships between the Client-Partners and our firm, which provides a more personal and exclusive relationship; one founded upon unbiased advice, full customization and constant communication.


Avenir Investment Group is organized around four lines of business: 


Family office services

including succession planning and corporate finance


Wealth Management


Dedicated and

Co-mingled fund products


Private Equity Investments

Clients as Partners

Avenir serves with first-generation and multi-generational families, from various backgrounds and industries of business around the world, as well as Institutional clients.  We consider our clients as our partners in our efforts.

Experience and Expertise

Our team and ownership group has a long tenure and deep experience in the Financial Services industry, across the institutional, hedge fund, private equity and family office sectors. We understand first-hand that the creation, growth, preservation and transfer of wealth is both an art and science which requires strict adherence to confidentiality and innovative thinking. This experience and expertise enables us to access a broad suite of investment, insurance, lending solutions, and a wide spectrum of alternative asset classes.


Global Approach

We serve the complex needs of our clients both domestically and internationally. Our team has developed in-depth knowledge of the language, culture, business practices and regulatory domains that exist throughout the world, particularly in the US, Latin America and Europe. 

Network of Partners

Our clients also benefit from Avenir’s ability to source and integrate best in class advice on Legal, Taxation, Financing, Charitable Vehicles, Real Estate, and Art through a well-established worldwide network of advisors throughout major jurisdictions.