Family Office Advisory
Board Member Mandates
Financial Services


Aurum provides independent advice locally and internationally for Family Offices, Board of Director mandates and Financial Services.

CEO Daniel Pfister’s expertise in these areas combines with that of his established network of specialized experts in tax, legal and financial fields to form the Aurum business model. It ensures that Aurum services are uniquely adaptable, highly individualized and enduring.


Family Office

We provide family office advice on corporate governance, structure, organization, finance and management. Our clients are established or emerging family offices, companies and individuals.

Board of Directors

Aurum Board of Director mandate services pursue value creation through active shareholding. We implement clear shareholder agendas to significantly increase shareholder influence and control.


Aurum Financial Services ensure informed and independent management support for liquidity events, equity capital market transactions and mergers and acquisitions deals.

Family Office

For established or emerging family offices, companies and individuals, we advise on a wide range of critical topics: family governance & succession planning, family office concepts & implementation, asset management advisory and direct investment management. Daniel Pfister personally oversees all projects and client relations, engaging his professional network of international specialists as needed.


    Family governance & succession:

  • Family values and needs alignment
  • Family Constitutions
  • Succession and heritage planning
  • Navigating complex family challenges
  • Negotiations and representation
  • Family office concepts & implementation:

  • Family office structures
  • Best corporate governance standards
  • Full palette management services
  • Structural transition planning
  • Tax planning and structuring
  • Asset management advisory:

  • Wealth management concepts
  • Investment strategy assessment or development
  • Asset management concepts & and asset allocation
  • Asset management optimization: cost reduction and quality improvement
  • Asset manager selection & beauty concepts
  • Special products or asset classes
  • Direct investment management:

  • Board mandates for family representation
  • Shareholder agendas
  • M&A transaction: negotiation and/or operational support
  • Structuring and/or execution of liquidity events and equity capital market transactions


London-based Family Office

  • Family Office analysis and restructuring concept
  • Corporate governance solution
  • Asset allocation concept and implementation
  • Managing the transition from multi- to single family office

Zurich-based Family Office

  • Direct investment management
  • Shareholder representation in Boards
  • Equity capital market transactions
  • Definition and execution of shareholder agenda
  • Investment strategy development
  • Corporate governance implementation
  • Tax planning and structuring
  • Heritage and succession planning
  • Operational management

Zurich-based Foundation

  • Investment strategy development and implementation
  • Corporate governance structure development

Board of Directors

Aurum believes in value creation through active shareholding and taking on board mandates with a clear shareholder agenda to effectively increase shareholder influence and control. Daniel Pfister’s managerial track record works to your advantage. Using a precise shareholder agenda, he and his team have successfully managed investments as active shareholders in global firms. Through Board functions, project work, and by closely working with portfolio companies at the highest levels of corporate governance shareholder agendas were actively and successfully executed.


  • Experienced independent Board member
  • Representing the shareholder and drive shareholder agenda
  • Shaping boards and board member selection
  • Audit, nomination and compensation committee member
  • M&A and equity capital market transactions
  • Developing and implement company structure improvements
  • Profound finance know how
  • Investment management skills
  • International expert network


Augusta Investment AG, Chur

  • Board of Directors Member since 2016

Infront Holding AG, Zug

  • Board of Directors Member 2003–2011
  • Chairman of the Audit Committee
  • Nomination and Compensation
  • Committees Memberships

Platina Finanz AG, Zürich

  • Chairman of the Board 2002–2015
  • Banco Aleman Platina SA, Panama City
  • Chairman of the Board 2001–2003

Brach’s Confections Holding Inc., Chicago

  • Board of Directors Member 2000–2003

Boards & More Gruppe, Zürich

  • Board of Directors Member 2000–2003


Our experience-driven financial services palette guarantees informed and independent management support during liquidity events, accelerated bookbuild offerings, equity capital market transactions and M&A deals, tax structuring and ruling, as well as all basic financial services from accounting to controlling.

We understand the complex nature of transactions and secure for our clients the most sophisticated project management skills. Aurum’s key drivers for success? Profound knowledge of capital markets, wise selection of partners, careful structuring, planning and negotiating followed through with the highest of execution standards. CEO Daniel Pfister personally oversees every engagement, bringing to the solution the advice of his trusted network of international specialists in finance, legal and tax issues.


  • Structuring ideal solutions to complex financial problems
  • Equity capital market transaction support
  • Liquidity event management and support
  • M&A transactions, valuations and negotiations
  • Bank coordination and negotiations
  • Treasury solutions
  • Tailored accounting and controlling services
  • New company accommodation and domiciling
    (legal set-up, office search, staff recruiting, etc.)
  • CFO interim management


  • Collateralized equity linked bond of CHF 1 billion
  • Mandatory convertible bond of CHF 1 billion
  • Various accelerated bookbuild offerings of up to CHF 2.5 billion
  • Several M&A transactions of up to $800 million
  • Multiple successful tax structurings and rulings
  • State of the art compensation schemes
  • Accounting solutions and controlling know-how
  • Cash-flow analysis expertise


Aurum’s expert advice originates directly from the specialized skills of our CEO Daniel Pfister. His knowledge and expertise were refined while successfully managing a large Swiss-based family office with significant multiple holdings, including publicly traded companies. From his various line functions – Group Treasurer, Chief Financial and Chief Operating Officer responsible for investment management – he’s emerged with both profound professional mastery and a strong international network of experts specialized in finance, legal and tax issues.

Daniel Pfister

Founder and Chief Executive Officer

Pfister’s project management successes include medium to large M&A deals and equity capital market transactions. He is uniquely proficient in tax structuring, compensation schemes and family office management. He and his staff were also instrumental in building the private equity team professionalizing the investment management. Several board mandates and board functions have emerged as a consequence of his management achievements.


A strong professional network is key to our unique business model. Having managed multiple M&A and equity capital market transactions with values up to CHF 2.5 billion, we’ve been exposed to the talents and skills of the highest performing experts in all relevant sectors of our business. Now the best of them are selected for Aurum projects.

Individual performance is imperative in team performance and at Aurum every individual delivers high-level professionalism. This secures powerful solutions for Aurum clients precisely by backing our immediate know-how with the flexible resources of our tried-and-true international network of highly-qualified finance, legal and tax experts.


Trust & Loyalty

Mutual trust is the bedrock of our loyal client relationships.


Everything we do, we do right – without compromise.


We know our business. Practical experience and clear communications result in excellence.


Experience proves that simple solutions govern complexity to ensure efficiency and success.


We’re committed to long-term value creation. No near-sighted actions for short-term success.


We master and execute well-evaluated solutions – expediently.


Aurum Advice GmbH
Oberneuhofstrasse 3
6340 Baar

Mobile +41 79 128 94 94

© 2017 Aurum Advice