Brandon Avergon is the President and a co-founder of the Rampart Consulting Group. Mr. Avergon is a Chartered Alternative Investment Analyst (CAIA) who 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 focuses on counseling 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 his client's needs.
Before 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.
Before 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.
Brandon can be reached by email at bavergon@rampartcg.com
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 “Private Placement Life Insurance & Other Asset Protection Strategies.”
He received his Juris Doctorate in 1968 and his Master of Law in Taxation (LL.M.) from New York University. He also 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 because his estate planning recommendations integrate 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 maximizing 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 professional education classes in California and throughout the United States.
Alan can be reached by email at aeber@rampartcg.com
Sherman Joined the Rampart Consulting Group in July 2023.
He greets everyone in 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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