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 in the Management of Complex Interests
Our private client services professionals have innovative solutions to meet the diverse financial needs of high-net-worth individuals, families, and closely held businesses. Our specialists 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
Complicated tax and financial structures require a strategic plan tailored to each individual’s or family’s specific needs and objectives, with their unique goals in mind. The preservation of your legacy, and protection of your family’s future, is our professional staff’s priority.
Indicators that you may be a good fit for our services:
- Your financial accounts and portfolio demand a high-touch, one-on-one relationship
- You are in need of a succession plan for your wealth or business
- A sudden significant inheritance or “golden parachute” requires investment advisory and management services
- Need for a more customized wealth management and asset protection plan
- Complex tax, trust, estate or charitable giving needs stemming from multi-generational wealth