Welcome to Aurum Capital

Preserving Wealth. Unlocking Opportunity.

Aurum Capital provides strategic financial guidance for high-net-worth individuals and families, helping you achieve your financial goals with confidence.

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Our Services

Wealth Planning

Our comprehensive wealth planning approach is tailored to your unique financial objectives, ensuring your assets are strategically aligned with your long-term vision and goals.

Investment Management

Our sophisticated portfolio design provides access to global markets and exclusive investment opportunities, with strategies built around your risk tolerance and financial objectives.

Tax Optimization

We implement strategic approaches to preserve wealth across jurisdictions, minimizing tax burden while ensuring complete compliance with all relevant regulatory frameworks.

Estate Strategies

Our multi-generational wealth preservation and legacy planning ensures your financial legacy endures, with carefully structured succession strategies that reflect your values.

Why Choose Us

Discretion

We maintain absolute confidentiality and privacy in all client relationships, ensuring your financial affairs remain strictly protected at all times.

Precision

Our data-driven strategies are meticulously aligned with individual goals, utilizing advanced analytics to optimize every aspect of your financial portfolio.

Legacy Building

With proven expertise in preserving wealth across generations, we help establish financial legacies that stand the test of time and market volatility.

Client Testimonials

Aurum Capital transformed my approach to wealth management. Their expertise in tax optimization strategies alone has preserved significant family assets that would otherwise have been diminished.

Jonathan R.

CEO, Technology Firm

The level of personalized service and attention to detail is unmatched. Their team took the time to understand not just our finances, but our family values and what we hope to achieve for future generations.

Elizabeth M.

Family Office Principal

Our Expert Team

James Wilson

Managing Director

With over 25 years of experience in wealth management for ultra-high-net-worth individuals, James brings unparalleled expertise in strategic asset allocation and legacy planning.

Sophia Chen

Chief Investment Officer

Sophia's background in global markets and alternative investments has helped our clients navigate complex financial landscapes with confidence and superior returns.

Michael Reynolds

Head of Tax Strategy

As a former advisor to multinational family offices, Michael specializes in developing sophisticated tax optimization strategies across multiple jurisdictions.

Contact Us

Address

One Financial Plaza, Suite 2500
New York, NY 10004

Phone

+1 (212) 555-6789

Email

[email protected]