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
An Inspiring Environment
Exceptional. Worldly. Unconventional. Each an apt description of Santa Fe, New Mexico and Avalon Trust. People often ask why we choose to work in Santa Fe. Simply put: inspiration.

New Mexico’s 400-year old capital city, founded nearly two decades before the Pilgrims landed at Plymouth Rock, blends three diverse cultures – Native American, Hispanic and Anglo – that flavor all aspects of life here. Santa Fe also mixes cutting-edge science, world-class art and creative ventures, surrounding it all with stunning high desert vistas and mountain views.

The inspiration of living in “The City Different” translates directly to what we do – enhancing our ability to deliver independent thinking, creative strategies and personalized attention to every client.

According to our clients who live and work around the world, our not so off-the-beaten-path location isn’t an inconvenience. In fact, many say it’s a refreshing change of pace. We invite you to visit us in Santa Fe. Or, if you prefer, we’re happy to travel to meet you.