What We Offer
Services for Distinguished Clients
A deliberately narrow range of services, each delivered with the depth and discretion that exceptional wealth demands.
Capital Preservation
Bespoke risk frameworks that protect wealth against systemic shocks, inflation, and geopolitical disruption.
Multi-Asset Portfolio Management
Actively managed portfolios spanning equities, fixed income, real assets, and private markets tailored to each family's mandate.
Alternative Investments
Curated access to private equity, hedge funds, and real assets unavailable through conventional wealth channels.
Estate & Succession Planning
Structured wealth transfer strategies that preserve family legacies across generations while minimising estate exposure.
International Tax Structuring
Cross-border tax efficiency solutions developed in coordination with specialist legal counsel across key jurisdictions.
Family Office Services
Comprehensive administrative, reporting, and governance infrastructure for single-family office mandates.
Client Eligibility
Who We Serve
Aurelius maintains a selective client roster to ensure each family receives the depth of attention our model demands. We accept a limited number of new relationships each year.
Minimum assets under advisory: [PLACEHOLDER — AUM minimum required from business]
Client profile: Established families, founders post-liquidity event, and institutional principals seeking private mandate management.
Engagement model: All new relationships begin with a confidential introduction — no obligation, no automated follow-up.
Begin a Private Consultation
Every Aurelius engagement begins with a confidential introduction. A senior advisor will respond to your inquiry within 24 hours.
Schedule a Consultation