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Who We Serve

We are a family office that specializes in generational wealth, in-depth financial analysis and planning. We offer services such as estate and tax planning for clients who have more complex needs, desire a higher degree of service, and want resolution of their goals and objectives.

Families and Individuals

We assist families and individuals with generational wealth needs, in navigating complex situations such as divorce, business or real estate sales, and inheritances, and in meeting their short and long-term financial goals.

Tax Planning & Projections

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

Total Wealth Management

Allocate & rebalance assets considering your objectives and capacity for risk

Transition Planning

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

Gifting

Optimize estate & tax benefits of family & charitable gifts

Retirees

We specialize in financial planning for life transitions, the most common being retirement. We assist pre- and post-retirees in optimizing income distributions and planning for the future.

Retirement Planning

Maximize Social Security and stress-test portfolio, optimize income distributions

Generational Wealth Transfer

Achieve your legacy objectives with thoughtful estate planning

Medicare Options

Lock in the best coverage options and savings plans for your personal health needs

Business Owners

We not only offer financial planning for every stage of life, but for various transitions that a business owner goes through. Take your business to the next level with a trusted advisor by your side to navigate these complex events.

Transition Planning

Navigate complex events such as a business succession

Tax Planning & Projections

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

Business Sales, Mergers & Acquisitions

Navigate complex events such as the sale of a business

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Website Disclosure:
Aurelius Family Office, LLC’s website is for informational purposes only and should not be considered financial or investment advice. It also may not provide a complete list of our investment services.
The content is provided for information and/or educational purposes and is not intended to recommend any specific investment or tax strategy.

Past performance is not indicative of future results. Current and prospective clients should not expect the same performance returns based solely on historical results. Historical performance results generally do not include transaction fees, custodial fees, and/or investment management fees. The inclusion of these fees will generally reflect in lower historical returns.

Investments have varying degrees of risk and are not suitable or profitable for every client. Information on this website should not be substituted for personalized advice from an investment professional.

This website is in no way a solicitation or offer to sell securities or investment advisory services.

Aurelius is registered as an investment adviser with the SEC and Noticed Filed with the state(s) where it transacts business, unless excluded or exempted from filing requirements. Registration as an investment adviser does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability.

Information throughout this site, including charts, articles, and any other financial information, is obtained from sources we believed to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. We are not liable for any unintended errors, omissions, or inaccuracies regardless of cause.

Any third-party links to unaffiliated websites are provided strictly as a courtesy. Aurelius Family Office, LLC makes no representation for the completeness or accuracy of information found on these sites. We are not liable for any technical or system issues you may encounter as you access third-party technologies, sites, information, and programs. When you access one of these sites, you are leaving Aurelius Family Office, LLC’s website and you assume total responsibility and risk for your use of these sites. There are no warranties expressed or implied, as to the accuracy, completeness, or results obtained from any information posted on this or any linked website.