AVESTIX INTELL Brings Together Cross-Generational Investors, Family Offices
The wealth management industry is at a pivotal moment, reshaped by generational shifts in values, priorities and approaches to investing and technology—creating unprecedented opportunities for those ready to adapt.
Avestix is here to help.
While baby boomers have traditionally favored investments in stocks and bonds, younger generations are embracing transformative opportunities such as blockchain, artificial intelligence (AI), quantum computing and forward-focused impact investing.
This divide in investment strategies takes on added significance in light of the impending "great wealth transfer," where aging boomers are expected to pass on an estimated $90 trillion in assets to their heirs.
What can sophisticated investors and their investment partners do to address these varying approaches to investing during this historic period?
Fostering Collaboration
Introducing AVESTIX INTELL,™ a new collaborative platform from Avestix that was created specifically to help bridge generational investment differences and better facilitate a seamless transition of wealth across generations.
But that is only part of the mission. AVESTIX INTELL will also foster collaboration by empowering its members— investors, influencers, innovators and family office executives — to network, share ideas and flourish in a landscape of rapid transformation and unparalleled opportunity. The new platform fosters collaboration and facilitates idea exchange, ensuring that new opportunities can thrive in an ever-evolving landscape.
“INTELL isn’t just about adapting to change—it’s about helping to spearhead it,” says Susan Lindeque, founder and CEO of Avestix. “By bridging the gap between foundational investment strategies and tomorrow’s opportunities, AVESTIX INTELL serves as a community of changemakers dedicated to redefining wealth, impact and innovation for the next generation of leaders.”
Benefits for Family Offices
Affiliated family offices, in particular, may benefit the most from AVESTIX INTELL. As Susan explains, INTELL provides family offices with the tools and insights they need to:
Remain resilient during periods of market turbulence
Recognize truly innovative ideas and opportunities
Reinforce relevance in a rapidly evolving financial ecosystem
Align with the changing priorities of younger generations
Additional AVESTIX INTELL benefits include:
Exclusive Membership Perks
Accredited investors are invited to apply for membership in AVESTIX INTELL™. The application process is quick and straightforward, unlocking access to a variety of rewards, including:
Exclusive Rewards
Members can participate in industry summits, workshops, podcasts, and unique experiences highlighting advancements in AI, blockchain, cybersecurity and more. Networking events provide opportunities to connect with innovators, thought leaders and peers in collaborative settings.
Educational Opportunities
Interactive webinars and workshops help members master emerging technologies and adapt confidently to change, ensuring they remain at the forefront of innovation.
Tech Services
AVESTIX INTELL members can gain access to optional services such as:
Virtual Security as a Service (VSAAS)
Back-end as a Service (BaaS)
Automated data integration and reporting tools.
Exclusive access to a diverse portfolio of high-impact investment opportunities, spanning real estate, venture capital, impact investing, sports, credit, public equities and cryptocurrencies.
Co-investing opportunities with established family offices are also available that can help mitigate risk while maximizing returns.
Administrative Services
Simplify financial operations with tailored bill payment and cash-flow management services. Members can also view all business, personal and philanthropic assets on consolidated balance sheets that help enhance clarity and decision-making.
Diagnostic Audits
Members receive complimentary audits to assess cybersecurity, AI readiness, portfolio management and operational efficiency.
Ready to Join?
Ready to be part of the AVESTIX INTELL community? Simply complete a membership application. If you have questions, drop us a line.