Avalon Trust was formed in 1998 to serve individuals and families who won’t settle for the off-the-shelf financial products offered by large institutions. Avalon delivers tailored solutions that maximize returns and clarify all aspects of clients' personal wealth. Avalon provides a broad offering of creative, personalized services, tailored to individual needs. The company is headquartered in Santa Fe, NM, with additional offices in Portland, OR and the New York City area. Its leadership team includes partners Andy Wallerstein, CEO; Christine McDermott, CIO; and Julia Peters, Legal Counsel.