history & culture
why santa fe
avalon gleanings
the pragmatics
investment management
corporate trustee/fiduciary
estate planning
family office
charitable giving
client successes
investment philosophy (sri)
portfolio management
themes and trends
Thorough and Objective
The importance of choosing the right trustee cannot be understated. Successful trust management requires not only a sophisticated knowledge of legal issues, but also a thorough understanding of the objectives of the trust, as well as the individuals involved – the beneficiaries, grantors and their families. We understand that serving as trustee is a tremendous responsibility worthy of our deepest commitment.

Avalon provides an objective, solutions-oriented and experienced approach to trust management. We aren’t constrained by the bureaucratic structure of large institutions, and our size and flexibility allow us to respond quickly and thoroughly to matters relating to your trust. We’re professionals who listen and balance the interests, concerns and investment objectives of all those involved, whether a minor child or multiple generations of beneficiaries spread across the country. Avalon has the expertise and resources available to manage the essential details and exercise sound judgment under any circumstances.