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Services
Family coaching

Family coaching

Enhance family dynamics through expert coaching services.

We're here to help with your Family coaching.

Family coaching focuses on improving communication, resolving conflicts, and fostering stronger relationships within families facing unique challenges due to wealth dynamics or lifestyle changes associated with high-net-worth status. We work closely with family members individually and collectively to address issues like succession planning, generational transitions, effective decision-making processes, and shared values.

Services related to Family coaching

Privacy and protection

Safeguard personal information and assets effectively.
Privacy and protection
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Cash management

Ensure liquidity and financial flexibility.
Business management
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Career transition

Seamless planning for your next chapter after sports or business.
Family coaching
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Real estate advisory

Make informed real estate investments to support your vision.
Investing
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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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Family
Family coaching

Can I Claim My College Student as a Dependent?

This article explains how parents can claim their college student as a dependent by meeting IRS criteria, highlights the tax benefits of doing so (like education credits and deductions), and provides insight into 529 Plans and ESAs for covering educational expenses tax-efficiently.
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Other

Give Your Dollars a Job

At AWM Capital, we believe that intentional financial planning—allocating every dollar to taxes, charity, savings, and lifestyle—provides clarity, purpose, and direction to achieve meaningful lifestyle outcomes while avoiding wasted wealth.
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Family coaching

When Tragedy Strikes: What Happens, And What Can Be Done, To Protect Family If A Player Dies?

The tragic passing of Yordano Ventura highlights the importance of estate planning for athletes, including updating wills, creating trusts, obtaining life insurance, and leveraging MLB benefits to ensure financial security and minimize burdens on families in the event of unforeseen tragedies.
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100-Year Family Podcast
100-Year Family Podcast

100-Year Family Podcast

Hosted by

Erik Averill
Erik Averill
CFP®, CPWA®, Partner, Senior Private Wealth Advisor
Brandon Averill
Brandon Averill
CFP®, CPWA®, CIPM, CEO, Senior Private Wealth Advisor

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We’re here to help you navigate.

We can help you steward your resources for generations to come by building what we call the 100-year family operating system.

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