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Aurion Advisors was built around our desire to deliver independent, integrated and comprehensive wealth management advice and planning solutions to the families we serve. Our clients are notable for their expertise at creating and accumulating wealth. They’re dedicated to their families and to building businesses, shaping their communities and creating meaningful legacies.
As a financial consulting firm Aurion works with clients on a broad array of financial activities – from wealth structuring to transference to creating a philanthropic legacy. The firm takes a holistic approach: extending relationships to clients’ family members and seeking to understand clients’ core values and beliefs in addition to their risk preferences and financial goals.
Aurion offers an intergenerational perspective focused on clients’ long-term objectives. At the same time, clients are assured of a sense of continuity during the life of the firm. Our mission is to help families manage the complexity and responsibility of their wealth.
Trust through Ethics & Accountability – We seek to avoid conflicts of interest and are committed to a high standard of ethics.
Efficient delivery through Process and technology – To be successful, financial asset management must include a systematic and disciplined approach.
Continuous improvement through Critical Evaluation – We neither think we know everything nor believe that what we did today is good enough for tomorrow.
Partnership through Responsibility – We carry a strong sense of responsibility for the future success of our clients and their families.