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
Gifting
Optimize estate & tax benefits of family & charitable gifts