HeyJaredAvestix Insights | Susan Lindeque
The premier thought-leadership publication of Avestix Group. Delivering institutional-grade research, sovereign wealth architecture, and digital asset strategies for UHNW families, while championing our core mission to empower 10M women via AI & wealth.
- Indexed issues, last 90 days
- 5
- Latest publication
- Sep 26, 2026
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- Checking…
- Earliest in this view
- Jul 9, 2026
Latest issues
Where the Wealthy Are Moving in 2026, and What Most of Them Get Wrong About Tax (opens the original)
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By Avestix Wealth · Family Office & Private Wealth Management<img alt="" class="sizing-normal" height="794" src="https://substackcdn.com/image/fetch/$s_!9jX9!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media
Why Family Wealth Disappears by Generation Three (opens the original)
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<img alt="" class="sizing-normal" height="634" src="https://substackcdn.com/image/fetch/$s_!-Vmn!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdae4ba46-f3f2-4ccb-a90f-b3fb22ba37cf_1110x634.png"
Why We Built Avestix Frontier (opens the original)
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Not a membership business.Not an events business.A Society.$124 trillion is moving between generations. Almost none of the conversation that matters to it is happening in the rooms built to host it.<div cl
Your Family Office Has a Gap Nobody Is Watching (opens the original)
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The Six Questions I Ask Before Any Family Writes a Direct Check (opens the original)
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Last year, seven out of ten family offices wrote a check directly into a private company. Not into a fund. Not through a manager. Direct.The appetite for private markets has never been higher. What has not caught up is the infrastructure to actually evaluate those deals — and that gap is exactly where I spend my days.I am a chartered accountant and the chief investment officer of my own single family office. I have personally raised, invested, financed, or managed more than a billion dollars acr
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