Aura Group
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Aura Group

Family Office

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Aura Family Office.

 

Every family is unique – and so is every family office. We therefore provide a full range of family and individual services that can be tailored to provide the support you need to suit your specific circumstances. Whether we provide a full family office service, or work in partnership with your existing family office, we act as trusted advisers rather than just service providers.

Our clients’ goals and priorities are at the heart of what we do and so we place great importance in developing close working relationships. Providing proactive and truly independent advice, we do not shy away from challenging the way things are done where changes could bring benefits in terms of cost, time or administration for you and or your family office.

We can also draw on our own wider external network of specialist service providers and work with them to provide you with fully integrated advice.

 

our services

FAMILY GOVERNANCE & EDUCATION

  • Values, Vision & Purpose

  • Effective Communication

  • Money & Relationships

  • Family Meeting Facilitation

  • Governance & Transitions

  • Financial Literacy

  • Leadership & Entrepreneurship

  • Peer to Peer Community

WEALTH STRATEGY

  • Financial Planning

  • Estate Planning

  • Business Succession

  • Asset Protection

  • Life Insurance Planning

  • Charitable Giving

INVESTMENTS

  • Investment Advisory

  • CIO Services

  • Discretionary & Non-discretionary Investment Management

  • Portfolio Consulting

  • Private Investments

  • Real Estate

PHILANTHROPY & IMPACT

  • Connecting Personal Values & Causes

  • Philanthropic Strategy & Structure

  • Impact Investing

  • Defining & Measuring Impact

  • Foundation Management & Donor Advised Funds

BANKING & LENDING CONSULTING

  • Credit Co-ordination & Negotiation

  • Strategic & Tactical Banking Advice

  • Maximising Bank Efficiency

  • Banking Relationship Management

  • Interest Rate, Credit Risk & Treasury Management

 CFO SERVICES

  • Financial Reporting

  • Bill Pay & Budgeting

  • Risk Management

  • Income Tax Strategies

  • Document e-Vaulting

FAMILY ENTERPRISE PLANNING AND STRUCTURING SERVICES

  • Family Enterprise Planning, Modelling & Creation

  • Governance Considerations

  • Income Tax Modelling

  • Co-ordination of Professional Advisors

PASSION AND LIFESTYLE BASED ACTIVITIES

  • Travel/hospitality 

  • Automobiles  

  • Art 

  • Fine Jewellery

  • Private aviation 

  • Yachts 

 

 
 
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For further information contact

Andrew Coloretti

Executive Director, Private Wealth

D: +61 2 9199 8890

E: andrew.coloretti@aura.co

 
 

Learn More.

 
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Wealth Management Overview

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Private Wealth

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International & Cross Border Services