Transition Planning

Aurelius Family Office helps families and individuals navigate complex events such as a real estate sale, a divorce, or an inheritance, or even a business succession or sale of a business.

Financial Advisory for Major Transitions in Life and Business

Our advisors are available to help you through life’s biggest challenges and fluctuations. Our financial transition planning services are designed to give structure and order to your life when everything else is changing, oftentimes out of your control.
Transition Planning - Man using a Notepad and Calculator

Personal Finances

  • Divorce
  • Real estate sale
  • Inheritance
  • Death of a spouse

Business Finances

  • Succession planning
  • Exit planning
  • Sale of a business
  • Mergers and acquisitions
Business finances - Aurelius Family Office

Individual Financial Transition Planning

Personal transitions, such as going through a divorce or the death of a spouse, are often the most unpredictable events. Aurelius Family Office helps bring order and logic to some of life’s most overwhelming times.

Business Transition Planning

Aurelius Family Office can assist business owners who are planning to transition their business to the next generation, or those who are faced with the difficult decision to sell. The sale, merger, or succession of a business can be an emotional and tumultuous time for all parties involved. Having a qualified advisor by your side can help you stay focused on your financial goals.

Why Hire a Financial Transition Planning Advisor?

  • Protection – Not planning adequately for financial disasters or transitions can threaten to destroy everything you’ve worked and saved for. Putting strategies in place as soon as possible increases the likelihood of your security in tumultuous situations.
  • Reason – When preparing for or actively going through stressful or high stakes situations, you need an advisor by your side who can provide the logical “why” behind your financial decisions. Professional guidance can make the difference between a successful transition and a financial flop.
  • Impact – Planning as much ahead of time as possible for a major transition in life or in business helps reduce its financial impact and keep your finances stable.

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