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IMPORTANT NOTICE (Required Click-Through Disclosure)
You are now leaving the “AWM Capital” Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer, and is not affiliated with “AWM Capital” or any advisor(s) whose name(s) appears on this Website. “AWM Capital” is independently owned and operated. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with “AWM Capital” under which Schwab provides “AWM Capital” with services related to your account. Schwab does not review the “AWM Capital” Website, and makes no representation regarding the content of the Website. The information contained in the “AWM Capital” Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
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100-Year Family

The Family Office for 100-Year Families

We're a family office built by and for elite athletes. Even if you're not an elite athlete, you know that to be successful at anything requires the kind of discipline, quality, and teamwork that world-class athletes are known for. That's why we take a human-centered, high-performance approach to the nuanced world of wealth, from investment management, tax strategies, estate planning, and lifestyle services—so you can create a wealthy, flourishing family for decades to come.

Get in touchWhat is a Family Office?
100-Year Family
100-Year Family Office

What do you need to be successful for 100 years?

A family office with a pro-athlete heritage lays a foundation for a century of success for your legacy. Our integrated, team-based model ensures every aspect of wealth management for ultra-high-net-worth families grows your family's future across generations.

Erik Averill
Partner, Senior Private Wealth Advisor
Meet your AWM advisor team

Are you building wealth that outlives your children's children's lives?

Your wealth and legacy need to be built on a system and a set of values that serve your children, their children, and the systems and values they're inheriting. Are your assets aligned with your vision for legacy?

Who’s guiding your family when you’re not in the room?

Your success was built on principles you've worked hard for. High-performance, 100-year families know what it takes to establish the human capital along with the financial capital to succeed for generations. Does yours?

Is your financial team built to scale with your vision—or your complexity?

As net worth rises, so does risk, opportunity, and decision fatigue. You don’t need more spreadsheets or financial advisors ticking boxes. You need a system and an integrated team to support the nuances of an ultra-high-net-worth family. Do you have just an advisor or do you have a multi-disciplinary team?

CAREER STAGE

For every stage of your career, we’ve got you covered.

The life and career of 100-year families are complex. Get a family office with team members who have been there, done that, and can guide you every step of the way.

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Scale

Exit

Investor

Legacy

Startup

Navigate the startup phase with confidence.

You've been here before, we're here to make it less of a grind.

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Scale

Your growing business. Your growing family.

Between work and life, we're here to help.

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Exit

You've proven your success with an exit.

You've put in the blood, sweat, and tears. We'll help you make it last for years.

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Investor

Putting your wealth to work.

WIth the right team, you can plan for all aspects of investing.

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Legacy

Turn your success into generational wealth.

Retirement isn’t the end—it’s the beginning of a new chapter. Our experts assist in transforming your hard-earned success into lasting financial independence for you and your family.

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LIFE STAGE

We’re here for the rest of life, too.

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Starting your career

Launch your professional journey with confidence and strategy.
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Getting married

Plan your future together with expert financial advice.
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Having children

Prepare financially for the joys and responsibilities of parenthood.
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Buying real estate

Make informed decisions when investing in property.
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Retirement

Transition smoothly into retirement with comprehensive planning.
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You’re young and want to build a strong foundation.
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our wealth philosophy

What does your wealth look like in 100 years?

The sobering reality is that 90% of ultra-wealthy families lose their wealth by the third generation. Our mission is to ensure you’re part of the 10% who break that cycle, building and sustaining a legacy of wealth that flourishes for generations.

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AWM Insights Podcast

AWM Insights Podcast

Discussing our clients' most pressing financial questions.
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Featured AWM Advisors

Brandon Averill
CEO, Senior Private Wealth Advisor
Former MLB with Astros
Justin Dyer
Chief Investment Officer, Partner
Erik Averill
Partner, Senior Private Wealth Advisor
Mena Hanna
Portfolio Manager
Investing

How to Create a Generational Wealth-Building Portfolio | AWM Insights #201

Continuing our series exploring the value having a best-in-class portfolio, in this episode we tackle strategies for how to create a generational wealth-building portfolio.
May 16, 2025
Investing

Why Every Savvy Investor Needs a Best-in-Class Portfolio

A disciplined approach to portfolio construction is essential for long-term wealth protection and growth. Learn the principles that help professional investors navigate market volatility and achieve their financial goals.
May 15, 2025
Investing

Why You Need to Build a Best-in-Class Portfolio | AWM Insights #200

In this episode of AWM Insights, we kick off a mini-series on building a best-in-class investment portfolio. Justin Dyer and Mena Hanna discuss why having a structured investment plan is crucial for professional athletes and individuals looking to achieve multi-generational wealth.
May 8, 2025
Technical services

We’re professionals. Ask us anything.

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Investing

Maximize wealth with strategic investment opportunities.
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Navigate complex tax landscapes for optimized outcomes.
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Create lasting impact through strategic giving.
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Safeguard personal information and assets effectively.
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Mitigate risks with tailored solutions.
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Enhance family dynamics through expert coaching services.
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Venture capital

Unlock opportunities in venture capital for wealth growth.
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Ensure you fully benefit from league programs as you plan for retirement.
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Expert guidance to build a secure financial plan.
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Maximize your benefits for a secure future.
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Professional advice to optimize your investments.
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Protect your assets and manage risks effectively.
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Talk to an expert

We’re here to help you navigate.

Make the most of your legacy with ultra-long-term strategies for ultra-high-net-worth families.

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