Secure your legacy. Plan Different.
Secure your legacy. Plan Different.
Brandon Avergon is the President and a co-founder of the Rampart Consulting Group. Mr. Avergon is a Chartered Alternative Investment Analyst (CAIA) that has spent over a decade serving High Net Worth and Ultra High Net Worth Individuals and families in investment and financial planning services.
Mr. Avergon’s focus is to counsel individuals, families, and family offices regarding domestic and international tax planning and wealth and risk management. He carefully integrates tax management and compliance, estate planning and investment matters, offshore jurisdictions, and wealth and asset protection to create a comprehensive plan to address the needs of his clients.
Prior to joining Rampart, Mr. Avergon was a Vice President for the Rockefeller Global Family Office focusing on all aspects of Rockefeller's Bostwick Walters Group(formerly Spearhead) ultra-high net worth families’ and family offices’ wealth management and risk management needs. Prior to joining Rockefeller, Mr. Avergon was an Assistant Vice President for Brookwood Securities Partners focusing on client relations and identifying and engaging potential candidates to participate in Brookwood’s Private Equity offerings. Before Brookwood, Mr. Avergon was a relationship Manager at BHA, an alternative investment firm and distributor of alternative investment products, where he raised both private and institutional capital and performed quantitative and qualitative due diligence on hedge funds and private equity funds.
Mr. Avergon is known for his ability to analyze complex issues and develop pragmatic solutions. He lives with his wife in the Boston area and enjoys spending time outdoors and charitable work with local organizations, including the Boys and Girls Clubs of America.
Alan R. Eber is the co-founder and chairman of the Rampart Consulting Group and the firm's chief advisor on client cases.
He is the original author of “Asset Protection Strategies” and author of “Private Placement Life Insurance & Other Asset Protection Strategies”
He received his Juris Doctorate in 1968, his Master of Law in Taxation (LL.M.) from New York University, and studied international taxation at the University of Brussels.
For over 40 years, Mr. Eber practiced law in the field of asset protection, tax protection, and wealth strategies. He is a pioneer in the integration of complex asset protective trusts with Private Placement Life Insurance (“PPLI”), Private Placement Variable Annuity (“PPVA”), and Captive Insurance.
Mr. Eber is a nationally recognized authority on using offshore trusts and estate planning strategies for wealth preservation and succession planning. He serves as a trusted consultant to high-net-worth individuals and families.
Mr. Eber distinguishes himself from many peers in that his estate planning recommendations are integrated with asset protection and tax objectives. By educating his clients on the tax benefits available with trusts and other private insurance vehicles, his clients achieve both tax savings and wealth preservation. Such benefits include protection from divorce, creditors, or litigation exposure and the maximization of wealth passed to heirs upon a generational transfer.
Mr. Eber’s books on basic asset protection, family limited partnerships, and offshore planning were adopted by the Education Foundation of California Society of Certified Public Accountants (“Foundation”) and the American Institute of Certified Public Accountants (AICPA) for use in California and throughout the United States for professional education classes.
Alan can be reached by email at: AEber@rampartcg.com .
Sherman Joined the Rampart Consulting Group in July 2023.
He greets everyone who comes in to the office with his smiling face and wagging tail.
Aside from his passion for helping clients secure their legacy and reduce taxes, he loves belly rubs, braided ropes, and looking adorable when he wants a treat.
Sherman is active in the community by keeping his yard and neighborhood safe from birds and squirrels.
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