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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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