Aver Associates | Independent trustees and private client advisors
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UNCOMPROMISING INTEGRITY​

We are independent trustees and private client advisors.

AT OUR BEST WHERE BORDERS MEET  

We Offer

Cross-Border Planning

At our best where borders meet.

WE OFFER

Trusts & Foundations

We design and manage court-defensible family trusts and foundations in credible jurisdictions. No aggressive gimmicks. No exotic “debtor havens.”

Corporate
Services

For years, corporate tax planning was about form: where the company was incorporated, what the articles said, which treaty applied. That era is over.  We build defensible operating reality.

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30 Years of Serving Families through Succession and Change

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OUR EXPERTISE

Global Wealth & Trust Planning Since 1997

Since 1997 we have been advising international entrepreneurs and families in wealth planning and management. 

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The majority of our clientele consists of European-based expatriates. Other clients live in the Middle East, Latin America and the U.S.

 

Typical clients are settlors and beneficiaries of trusts and foundations.

TESTIMONIALS

“Even as our engagement came to an end,
the care shown by you was exceptional."  

—  Private Client  —

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Schedule a free consultation today

Schedule a 30-minute consultation to discuss your cross-border tax, residency and wealth planning needs, and receive our insights tailored to your situation.

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© 2025 by AVER ASSOCIATES

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