Home / Solutions

Multi-Family Office

A multi-family office that brings a family's entities, assets and documents under one governed view. Corporate Solutions is included.

BUILT FOR

Families and single-family offices with holdings across the United States, Brazil and offshore jurisdictions.

Consolidated reporting

Custody accounts across institutions aggregated into one family-level view.

Family holding structures

Formation, tax and administration of the family's companies, with Corporate Solutions included.

Trusts & foundations

Formation coordination and ongoing administration alongside the family's fiduciaries.

Secure document vault

Deeds, statements, agreements and IDs organized and shared with the right people.

Family administration

Bill pay, billing and day-to-day administration handled by a dedicated team.

Succession & governance

Clear records of ownership, decision rights and continuity across generations.

Speak with our team

Tell us about your fund, company or family structure and a member of our team will be in touch.

HEADQUARTERS

7004 Tavistock Lakes Blvd, Unit 318

Orlando, FL 32827

+1 (239) 215-0101

Thank you. Your message has been received.

Something went wrong. Please try again or email info@aurumasset.us.