In this episode, we delve into the world of wealth and risk management with Brandon Avergon, the President and co-founder of the Rampart Consulting Group. With over a decade of experience, Mr. Avergon is a Chartered Alternative Investment Analyst (CAIA) who has dedicated his career to serving High Net Worth and Ultra High Net Worth Individuals and families in the realm of investment and financial planning services.

Before his journey with Rampart, Brandon held the role of Vice President at the Rockefeller Global Family Office, where he played a pivotal role in addressing the complex financial needs of ultra-high net worth families and family offices within the Bostwick Walters Group. His expertise encompasses a wide array of financial facets, from domestic and international tax planning to comprehensive wealth and risk management. He is skilled in seamlessly integrating tax management and compliance, estate planning, investment strategies, offshore jurisdictions, and asset protection, resulting in meticulously crafted plans that cater to the unique requirements of his clients.

Beyond his professional endeavors, Brandon Avergon's commitment extends to the community. He is an advocate for charitable work and dedicates his time to local organizations, including the Boys and Girls Clubs of America and the Humane Society. Join us as we gain insights from this wealth and risk management expert who not only excels in the financial realm but also gives back to society.

Email: [email protected]

Phone: (617) 917-5045

Website: www.RampartCG.com