Based in Baar
Switzerland
Based in Baar
Switzerland
Independent advisory for family offices navigating traditional wealth, frontier digital assets and artificial intelligence applications.
Independent advisory for family offices navigating traditional wealth, frontier digital assets and artificial intelligence applications.
Where Legacy
Meets Innovation.
Where Legacy
Meets Innovation.
Where Legacy
Meets Innovation.
Our Expertise
Our Expertise
Our Expertise
Three pillars of advisory excellence for the modern family office.
Three pillars of advisory excellence for the modern family office.
Three pillars of advisory excellence for the modern family office.
How We Operate
How We Operate
01
Understand.
Deep assessment of the industry
01
Understand.
Deep assessment of the industry
01
Understand.
Deep assessment of the industry
02
Design.
Tailored strategy
02
Design.
Tailored strategy
02
Design.
Tailored strategy
03
Implement.
Execute plan
03
Implement.
Execute plan
03
Implement.
Execute plan
04
Execute.
Deliver results
04
Execute.
Deliver results
04
Execute.
Deliver results
05
Evolve.
Continuous growth
05
Evolve.
Continuous growth
05
Evolve.
Continuous growth
Our
Values
Our Values
Trust & Loyalty
Trust & Loyalty
This is the bedrock of Aurum-client relationships.
This is the bedrock of Aurum-client relationships.
Reliability
Reliability
Everything we do, we do right, without compromise.
Everything we do, we do right, without compromise.
Competence
Competence
We know our business – inside out.
We know our business – inside out.
Speed
Speed
Well-evaluated solutions, executed with expediency and proficiency.
Well-evaluated solutions, executed with expediency and proficiency.
Longevity
Longevity
We pursue long-term value creation, rejecting near-sighted actions for short-term gain.
We pursue long-term value creation, rejecting near-sighted actions for short-term gain.
Simplicity
Simplicity
Clear, pragmatic solutions govern complexity to ensure efficiency and success.
Clear, pragmatic solutions govern complexity to ensure efficiency and success.
Let's Connect
Ready to discuss your family office needs, digital asset strategy, or AI setup?
Aurum Advice GmbH
Oberneuhofstrasse 3
6340 Baar, Switzerland
© 2026 Aurum Advice GmbH. All rights reserved.
Let's Connect
Ready to discuss your family office needs, digital asset strategy, or AI setup?
Aurum Advice GmbH
Oberneuhofstrasse 3
6340 Baar, Switzerland
© 2026 Aurum Advice GmbH. All rights reserved.
Let's Connect
Ready to discuss your family office needs, digital asset strategy, or AI setup?
Aurum Advice GmbH
Oberneuhofstrasse 3
6340 Baar, Switzerland
© 2026 Aurum Advice GmbH. All rights reserved.