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
A Lasting Legacy
We believe that quality estate planning is a process, not an event. It is far more than the two certainties in life: death and taxes. We begin by sitting down with you, your attorney and your accountant to develop or simply review and refine a cohesive and comprehensive estate plan. Avalon's approach to estate planning takes a broad view with an eye toward life's fundamentals: financial security, quality of life, family dynamics and core values.

We have an in-depth knowledge of estate planning tools ranging from multi- generational trusts to family foundations and from business succession strategies to planning for unique family holdings. We can help evaluate and recommend the best techniques that honor your principles and achieve a meaningful transfer of wealth. Once all the pieces are in place, Avalon continues to work with you and your advisors to ensure that your assets are protected and your objectives are achieved, even as life’s circumstances evolve.

Because we’re independent our advice is always objective. We have the flexibility to be creative and resourceful in developing a plan that is in your best interests and serves those people and causes that are so important to you.