Our Services

Aurelius Family Office offers financial planning and investment management services for clients throughout the United States, in every stage of life. Get professional advice and guidance in the following areas:

Total Wealth Management

Allocate & rebalance assets considering your objectives and capacity for risk

Tax Planning & Projections

Proactive planning & year-end projections to identify tax-saving techniques

Transition Planning

Navigate complex events such as a real estate sale, a divorce, a business succession, or an inheritance

Retirement Planning

Maximize social security, stress-test portfolio, optimize income distributions

Generational Wealth Transfer

Achieve your legacy objectives with thoughtful estate planning


Optimize estate & tax benefits of family & charitable gifts

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