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Aurum Advice Overview
Type
Multi Family Office
General Information
Aurum Advice is a multi-family office headquartered in Baar. The firm provides advisory and management services to families seeking to preserve and grow their wealth across generations. With a focus on independent guidance, Aurum Advice supports clients in navigating complex financial, legal, and governance matters—enables families to implement tailored strategies for asset protection, succession planning, and investment oversight.
Contact Information
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Baar, Switzerland
Portfolio & Notable Allocations
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