Scalable, rules based investment portfolios using liquid, low cost ETFs. Individualized tactical security holdings to complement and diversify large portfolios.
AVC Advisory
Multinational, Cross-border Wealth Managers
Since 2001, AVC Advisory continues to expand our clients' horizons, break barriers that limit achieving their success, and advance them to new heights otherwise unknown.
Asset Protection and Inheritance
Offshore High Net Worth Insurance, Trusts, and Funds for Inheritance, Estate Planning and Tax Purposes.
Health Insurance
Premium World Wide Health Insurance with personal support for all family members.
Immigration
Residency Permits, Multiple Passports, and Cross-Border Tax Planning.
How we work
Make a reality of your goals
Ready to be engaged ?
Lets set up a virtual meeting
Our Statistics
With many businesses, AVC Advisory has a truly diverse clientele. Their diversity adds to our perspective, experience, and knowledge. They demand the best from us.
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Expert Advisers
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Clients
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Years in Business
Team
Who we are
US, UK and Russian Cultural Backgrounds. Diverse Interests. A Wealth of Experience and Shared Knowledge.
Chris Davies
Founding Partner of AVC Advisory
Veronika Tishkova
Founding Partner of AVC Advisory
Alan McGregor
Founding Partner of AVC AdvisoryOur Values
Three Characteristics of Top Wealth Management
Maximum Flexibility, Internal Transparency, Cohesiveness
Maximum flexibility is needed to deal effectively with an ever-quickening and interrelated political, economic and social environment. Undeniably, trusts and illiquid long-term investments can place limits resiliency, but everything we do must incorporate a reasonable amount of tractability to accommodate unknown circumstances. Life changes continually, as do the regulatory and tax environments, so it’s important to revisit strategies on a regular basis and revise them when appropriate.
Chris DaviesFounder, Non-Executive Adviser
It’s impossible to put a value on trustworthiness. It is the single most important screening criteria for high-net-worth individuals. Interactions that lack honesty and integrity can undermine even the highest degree of technical competence.
Veronika TishkovaFounder, Operations Director
Even after hiring the best attorneys, accountants and investment teams, many wealthy families still don’t achieve their financial goals due to an insufficient coordination and execution among those experts. A unified approach is required to reinforce critical connections and ensure that decisions are made in the context of shared goals.
Alan McGregorFounder, Managing DirectorWhy choose us ?
We help you build your legacy
Its a simple fact, you cannot accomplish everything you want in your lifetime. But we can help you get close. With a sophisticated understanding and deep contacts in multinational, cross-border wealth management, your legacy will be defined, honored and passed on.
LETS START YOUR JOURNEY WITH US
A journey that includes a road map, a guide and a clear destination. It almost seems easy to get where you want to go.
We're Creative
By clearing distractions, removing complications, and focusing on ‘less’, creativity arises seemingly naturally. Its a process we nurture and perfect a little more each day.
We're Fresh
The world changes quickly – more so now than anytime in the past. Staying aware, active and participatory is refreshing. It keeps us ahead of the curve and in front of changes that affect your personal financial situation.
We Love People
Cliché as it sounds, we love working with others. The human element of Wealth Management is the most important and stimulating.
Friendly Support
Our support staff is attentive, knowledgeable and friendly. Highly praised and accoladed, all our employees are well known and respected in their spheres of influence within the legal, accounting and medical professions.
We're Responsive
24/7/365 is now truly possible using appropriate technology and working across the globe. Our answers come quickly and directly through your preferred channel. We are always here and available.
We're Observant
Beyond just listening to what you are saying, we are looking for insights into what you mean, how you feel and what emotions your words provoke. Sounds like psychology? Well its called behavioral finance. And it can help you make better decisions.
We're Engaged
We make a commitment to spend our efforts and time together. Its is a definite shift to working for your betterment together. Following everything from financial markets to your life’s personal events is extremely devotional and rewarding.
We're Analytical
As a team, we have the ability to collect and analyze information, problem-solve, and make decisions. Even if your issues seem daunting, with extra focus and our experience and skills, we will find excellent solutions.
Connect with us
You can reach out to us by phone for immediate help, or drop a message to arrange a 'virtual' meeting via video.