Our multi-family office approach goes beyond traditional financial planning advice- we offer a total solution for navigating the unique challenges of affluent individuals, families, and businesses.
HOLISTIC WEALTH OPTIMIZATION | ALTERNATIVE INVESTMENT ACCESS | TAX-EFFICIENT STRATEGIES | ASSET & INCOME PROTECTION | PRIVATE BANKING SERVICES | TRUST & ESTATE PRESERVATION | EXECUTIVE BUSINESS BENEFITS | NETWORK OF THIRD PARTY PROFESSIONALS
NAVIGATING YOUR FINANCIAL WORLD
With a well-coordinated, collaborative effort by a dedicated team of specialists from the legal, insurance, investment, estate, business, and tax disciplines, we help you unify your needs with experience, insights, and action. Aurelius Legacy Partners is committed to being the north star of your financial compass.
With Aurelius at the helm of your family office, you can reinvest today’s time into the people and experiences that align with your passions, pursuits, and ventures.
HOLISTIC WEALTH OPTIMIZATION
Your wealth is a testament to your hard work, determination and aspirations for the future. We map and manage your financial ecosystem, using holistic and detailed assessments of your existing strategies to develop a solid goals-based financial plan. Through this framework, we can more effectively implement sophisticated tax and estate strategies that optimize your planning. Our comprehensive analysis and detailed reporting system helps develop a coordinated investment portfolio across all the accounts in your household. As your objectives evolve and the economic landscape continues to shift, we’ll proactively refine your wealth plan across professional relationships to ensure your planning keeps up with you.
ALTERNATIVE INVESTMENT ACCESS
Embrace nontraditional investment opportunities with confidence. At the core of our personalized portfolio management approach lies a commitment to providing access to a diverse range of asset classes and intelligent investment strategies. We leverage traditional equity and fixed-income investments to establish a strong foundation for each client portfolio. To optimize diversification and minimize macroeconomic risks, we select prominent third-party managers specializing in alternative or unique assets in a satellite strategy to your core investment foundation. Here are some ways we help our clients achieve modern day diversification:
TAX-EFFICIENT STRATEGIES
Keep more of what you earn.
Reducing taxes can have a significant impact on your wealth plan. Our approach incorporates tax considerations so that you can keep more of what you earn. We refine your portfolios for after-tax returns and work closely with your tax advisor to develop an annual tax budget. Proactively planning for upcoming liquidity events, we implement advanced solutions specific to your circumstances and analyze the tax implications of your total balance sheet. These proactive strategies are designed to minimize your tax exposure and streamline your tax picture to help you avoid costly missteps. Learn more.
ASSET & INCOME PROTECTION
Live confidently.
Protect your assets and income with tailored insurance solutions that transfer them efficiently to the next generation. With a comprehensive approach to risk management, we ensure that you and your family’s personal, professional, and business interests are protected effectively and efficiently. Our team assesses and audits the strength of your existing insurance policies and identify any potential gaps in coverage. From life insurance and disability income coverage to long-term care and fixed or variable annuities, our advisors work closely with you to develop bespoke solutions.
PRIVATE BANKING SERVICES
Realize your wealth’s full potential.
Our existing relationships with high-net-worth banking institutions enable us to manage your investments, banking, and lending needs with precision and care. By analyzing your lending options and financing opportunities, we help you navigate through the borrowing process, offering recommendations based on your unique circumstances.
Private Banking services are not offered through HTK. Any Banking Services offered are through Third Parties which are not affiliated with HTK. HTK takes no responsibility for any Banking Services offered or engaged into.
TRUST & ESTATE PRESERVATION
“What we do now echoes in eternity.” -Marcus Aurelius
Your estate plan should be current and flexible enough to be responsive to changes. We offer a holistic review on a regular basis to identify the strategies often overlooked as it relates to your wills, trusts, and estate plans. From pre-liquidity, gift planning, and ongoing management, you’ll also receive the support for subsequent generations to help them understand and continue the legacy you have created. With access to a network of corporate trustee services, we’ll coordinate a balanced approach to administering your trusts, combining independent trustee guidance with family involvement in investment, tax, and distribution decisions. Most importantly, this combination of expertise can save you time, and make sure it gets done.
EXECUTIVE BUSINESS BENEFITS
Your people are your strongest asset.
Choose executive benefits that will attract and retain top talent in the industry. Our advisors and third-party network specialists help employers create attractive and meaningful executive benefits packages that will help them stand out in a competitive marketplace. We work closely with employers to understand their business goals, as well as the needs and aspirations of their executive team and employees. Reaching beyond the standard retirement plans and insurance coverages, we help employers attract and maintain top talent. Most of all, our network of specialists helps them make sense of all the relevant tax and legal considerations to create benefits packages that are both attractive to executives and financially sustainable for the business.
NETWORK OF THIRD-PARTY PROFESSIONALS
A powerful network to help maximize your impact.
Navigate your financial world with a well-coordinated and collaborative effort by a dedicated team of specialists from the investment, insurance, estate, legal, and tax disciplines. We’ll help you identify, vet, and integrate these professionals, ensuring that you have a cohesive strategy to safeguard your legacy with experience, insights, and action. View Partners
DISCOVER THE POSSIBILITIES
Our experienced advisors are dedicated to providing you with honest, transparent, and collaborative financial guidance. Whether you’re looking to grow your wealth, protect your assets, or plan for the future, we’re here to be your financial stewards. Schedule a complimentary consultation today to discover how Aurelius can help you reach new levels of financial confidence.
LA
1925 Century Park E, Suite 1700
Los Angeles, CA 90067
NYC
2 Park Avenue, Suite 300,
New York, NY 10016
SOFL
2600 N. Military Trail, Suite 420,
Boca Raton, FL 33431
