Integrated Private Client Services
Our wealth management and investment strategies are risk appropriate, broadly diversified, and tax efficient. Aureum uses research driven methodology to tailor innovative and integrated solutions to each client’s specific financial goals. Strategic partnerships provide flexibility and access to exclusive options.
Your financial life has many facets — a one size all approach will not work. To meet your future vision and financial goals, you need more than traditional financial planning and investment management services. Our portfolio of services includes:
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- • Managing, Preserving, and Transferring Wealth;
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- • Asset Protection;
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- • Retirement Planning;
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- • Defined Benefit, Cash Balance Plans;
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- • Cash Management;
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- • Portfolio Completion Strategies;
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- • Customized Fixed Income;
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- • Charitable Giving Strategies.
Delivering Confidence
Our wealth management team has innovative solutions to meet the diverse financial needs of high-net-worth individuals, families, and closely held businesses. Our wealth managers provide tax, estate, trust, gift and legacy planning services with the highest level of integrity and research driven expertise. We take an attentive, personalized approach to all of our private client services engagements. We work closely with our multi-generational clients and their trusted advisors to help them protect and grow the value of their estate.
Our portfolio extends from tax planning and compliance services to wealth-transfer planning, trusts and estates, charitable giving in a tax efficient manner, closely held businesses, and wealth preservation strategies.
Financial Relationships Which Reach Across Generations
Complex tax and financial structures require a strategic plan tailored to each individual’s or family’s specific needs and generational objectives. Your unique goals are top of mind for the preservation of your legacy, and protection of your family’s future for generations to come.