With a service model deeply integrated across the full range of financial disciplines, Aurion is solution-focused and execution-driven.

Our services include :

  • Capital Markets Analysis and Assessments
  • Asset Allocation Modeling
  • Direct investing
  • Investment Policy : Structuring, Evaluation and Implementation 
  • Manager Selection, Due Diligence and Monitoring
  • Performance Reporting
  • Income Tax Oversight
  • Consolidated Financial Reporting
  • Insurance Evaluation and Oversight
  • Cash Flow Management
  • Estate transfer and Estate Tax
  • Family wealth and Business continuity across generations
  • Education for younger generations
  • EY Family Office Guide
  • UBS-PWC Billionaire Report
  • The Institutionalization of Asian Family Offices