Avala Family is an independent multi-family office headquartered in New York City with a satellite office in Israel.
We help affluent families and founders organize complex wealth across investments, planning, administration and trusts.
Who We Are
Avala Family is a privately owned, New York–based multi-family office with an additional presence in Israel, serving affluent families and wealth creators who want a trusted hub for financial decision-making. The firm provides integrated investment management, planning, administrative services and trust solutions, all delivered with a focus on independence and discretion. Clients retain their existing relationships with specialists while Avala Family coordinates the financial picture and ongoing decisions.
At Avala Family, we center long-term stewardship and disciplined investing, along with practical planning. Portfolios are built to balance growth and resilience, using both public and private markets where appropriate. Planning work connects estate structures with tax considerations and cash flow needs, so decisions made in one area align with the rest of the balance sheet.
Avala Family typically works with families and individuals who have substantial investable assets, often spread across multiple entities and generations. Many are entrepreneurs or founders who have experienced, or are planning for, a liquidity event. Others are multi-generational families seeking a dedicated hub for coordinating trusts and broader wealth administration.
How We Help
Avala Family brings investment management, wealth planning, administrative services and trust solutions together in a single, integrated framework. Many clients arrive with strong existing advisors but lack a central place where everything connects. Avala Family serves as that hub, helping align portfolios and structures with long-term goals. Engagements can focus on a single service or extend into a full multi-family office relationship.
Investment Management at Avala Family focuses on growing and protecting capital across full market cycles. Portfolios are designed around direct objectives: required return, risk tolerance, time horizon, liquidity and tax profile. The team allocates across public and private markets, using a disciplined process to evaluate managers and opportunities rather than chasing short-term themes.
Portfolios are reviewed on a regular schedule, with attention to after-tax outcomes and overall exposure. Reporting gives clients a consolidated view of holdings, performance and risk across custodians and entities.
Wealth Planning at Avala Family connects structures, taxes, cash flow and major life events into a coherent plan. The focus is on creating strategies that are technically strong, practical to implement and flexible enough to adjust as circumstances change.
Avala Family coordinates closely with attorneys and accountants so recommendations and portfolio actions align with updated documents. Clients always receive planning summaries with action steps that can be revisited as needs evolve.
Administrative Services provide the day-to-day infrastructure that keeps financial life organized. Instead of managing separate providers and workflows alone, clients rely on Avala Family to coordinate administration and reporting, along with access to specialists.
Trust Solutions at Avala Family support clients and their counsel in designing and managing trust structures that fit long-term goals. We define each trust’s purpose and how decisions will be made over time.
Avala Family can also help establish regular trust review routines and a clear reporting approach, so beneficiaries and trustees stay aligned. Throughout, the firm serves in an advisory capacity focused on strategy and coordination, while legal drafting and legal opinions remain with qualified counsel.