What’s In the One Big Beautiful Bill? (OBBB)
July 25, 2025
On July 4, 2025, Congress enacted the One Big Beautiful Bill (OBBB), a landmark tax package that both cements many of the 2017 “Trump tax cuts” and
At Aurelius Family Office, we believe your finances should work for you — not the other way around. That’s why our total wealth management services are designed to support every aspect of your financial life, from planning and investing to legacy building. With a comprehensive approach and a 360-degree view of your financial landscape, we’ll help you optimize every aspect of your financial life.
Managing your financial life can feel like a full-time job. Between market changes, tax updates, estate concerns, and day-to-day expenses, it’s easy to feel like you’re constantly juggling priorities — and dropping the ball in areas that matter most. Many people piece together advice from multiple sources: one professional for investments, another for taxes, and maybe someone else for estate planning. The result is a disjointed plan, missed opportunities, and no clear path forward.
Even high-achieving individuals often feel uncertain about whether they’re truly making the most of what they’ve built. Without a unified strategy, it’s hard to know if you’re on track or simply treading water.
Our total wealth management services are designed to align every facet of your financial life. We’ll help you connect the dots between your investments, taxes, estate planning, and we’ll even coordinate with tax advisors, insurance professionals, and estate attorneys as needed.
With decades of combined experience guiding high-net-worth families in the U.S., our clients know us for our proactive approach, fiduciary transparency, and deep commitment to personalized service. You’ve worked hard for your wealth, and we’re here to help you get the most out of it.
We’ll help you:
Your financial future is important, and you shouldn’t have to guess your way through it. Our comprehensive financial planning and wealth management strategies are designed to cover every aspect of your financial life so you can feel confident moving forward!
Your goals deserve more than one-size-fits-all advice. We’ll create a custom financial plan that aligns with your current lifestyle and long-term goals. Whether you’re setting a new budget, planning for a major life change, or mapping out your retirement, we help you take the guesswork out of decision-making.
Your investments are more than just numbers on a page; they’re the foundation for your future. We’ll help you maximize your returns while managing risk, using personalized strategies that reflect your goals and risk tolerance at every life stage.
Your legacy is important. Make the most of it with proper financial planning! We offer thoughtful estate and wealth transfer strategies that minimize tax exposure and maximize impact. Whether it’s family businesses, real estate, investments, or charitable giving, we’ll help you protect and pass on what matters most.
We always act in your best interest.
We coordinate with tax, legal, estate, and insurance professionals so nothing gets missed.
Based in Bedford, NH, we also serve clients virtually across the U.S., and we’re happy to travel to you if needed.
Our advisors bring decades of combined experience guiding clients through life’s biggest financial decisions.
We’re here for the journey, not just a season.
At Aurelius Family Office, we proudly serve clients from all walks of life, both locally and nationwide. While our main office is in Bedford, NH, we provide virtual meetings across the U.S. and offer in-person meetings at several other locations. Or if you prefer in-person, we can even travel to you!
You can find us in:
Not a fan of in-office meetings? Take advantage of our virtual consultations, or ask us to come to you!
You deserve to feel good about the future, and with our total wealth management services, you can take the guesswork out of your finances. Getting started is quick and easy, and the peace of mind will last a lifetime!
Get connected with an advisor today, and ask about how our financial management services can help!
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On July 4, 2025, Congress enacted the One Big Beautiful Bill (OBBB), a landmark tax package that both cements many of the 2017 “Trump tax cuts” and
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Our financial management services include comprehensive financial planning, investment management, estate planning, tax strategies, and generational wealth transfer, all tailored to your unique goals.
We don’t have a minimum asset requirement, but we frequently work with high-net-worth individuals. Our typical clients have between $2 million and $5 million in investable assets. We welcome clients both below and above this range.
We collaborate closely with CPAs, insurance advisors, and estate attorneys to ensure a seamless financial strategy. You don’t have to manage multiple conversations; we take care of the coordination!
In addition to our Bedford office, we also have meeting locations in Portsmouth, NH, Portland, ME, McLean, VA, and Franklin, TN.
Yes! While we offer in-person meetings in Bedford and surrounding areas, we also serve clients virtually nationwide. Or if you’d prefer an in-person meeting, we can also travel to you!