Auro Professional Family Wealth Office
The family wealth office is the one stop service provider where the administrative, accounting, wealth, taxation and risk aspects of a family’s wealth are managed collectively and holistically. This is achieved through interaction with existing or new service providers, but always co-ordinated with the family’s bigger wealth structure in mind.
A family’s wealth is just like a business, and it needs to be managed as such. That being said, many businesses only perform as well as they are managed, this is where the opportunity and value contribution lies!
The term “family office” or “family wealth office” is not a new concept. We have however found that through the application of holistic planning and structuring, immense value has been unlocked.
Our services are grouped under Accounting, Tax and Solutions. These elements have a very close interaction, and we monitor that the various elements under oversight do not become disjointed. Our in-house expertise is with taxation, accounting, business management, trusts and estates. We are members of the South African Institute of Chartered Accountants (as CA (SA)’s) and the Society of Trust and Estate Practitioners (as TEP).
To build our relationship, you are welcome to start the journey with us on only certain aspects of our holistic offering. Let us prove our value in this and you can entrust us with more elements of your family’s wealth management and administration as we progress.
Every journey starts with a single step, we walk with our clients to provide service of value to them and their families.