Aurum is an independent advisory expert in three areas of service: We advise local and international family offices, conduct board of director mandates, and provide expert supervisory services for financial transactions.
Daniel Pfister and Andreas Zimmermann’s distinguished family office advisory supports clients with granular, first-hand insights gleaned from 36 years of conducting entrepreneurial family mandates. The accumulated financial and familial experience is the wealth of knowledge drawn upon to provide best-in-class services to Aurum clients, often families in transition.
Our talents are further enhanced with the exclusive network of Aurum specialists who are expert in financial, tax and legal fields. This is a dynamic business model structured to ensure that Aurum solutions are responsibly tailored for individualization and, most-importantly, for longevity.
We provide established or emerging family offices, companies and individuals with expertise in family office structures, organization, implementation, family and corporate governance, succession and estate planning, finance expertise and general management. Our entrepreneurial and transparent approach results in nimble, prompt, accurate and sustainable solutions.
Our board of director mandate services pursue value creation through active shareholding. A clear shareholder agenda significantly increases shareholder influence and control, and results in superior shareholder value.
Aurum supports entrepreneurs and entrepreneurial families in all phases of their investment activities competently and professionally: from foundation to growth and optimization phase all the way up to exit. It is our aim to provide professional support from one source. We offer independent advice for: Liquidity Events, Merger and Acquisitions and Investment Management.
For established or emerging family offices, companies or individuals, Aurum advises on a comprehensive range of critical considerations. We specialize in family office definition, strategy and implementation, family governance and succession planning, and asset and direct investment management. Daniel Pfister and Andreas Zimmermann personally conduct all client interactions and projects, and engage the appropriate specialists from the Aurum network of experts as needed.
Aurum believes in value creation bound active shareholding, and we take on board mandates using clear shareholder agendas to effectively increase shareholder influence and control. Daniel Pfister and Andreas Zimmermann’s managerial track records work to clients’ advantage. Using a precise shareholder agenda, their teams successfully managed investments as active shareholders in global firms. Through board functions, strategic project work, and by closely working with portfolio companies at the highest levels of corporate governance, shareholder agendas are actively and successfully executed.
Aurum’s many years of experience in Investment Management and finance guarantee data-based
and independent support for
management in liquidity events, capital market transactions as well as mergers and
acquisitions, tax structuring and tax
rulings. We understand the complexity of transactions and support our clients with our
extensive experience in project
management.
We also take on mandates in the private equity sector and offer support in the selection of
private equity investments,
due diligence, valuation, deal structuring and execution of transactions. Our clients
appreciate the flexibility of our
offering. We offer part-time capacity, specifically geared to the needs of the client.
Aurum clients benefit from our many years of experience in the planning and implementation of complex and sensitive financial transactions. Daniel Pfister and Andreas Zimmermann distinguish themselves in particular with their sophisticated project management adeptness. Our success factors are: a deep understanding of the financial markets, a strong network of strategic partners in the relevant fields of expertise as well as excellent negotiating skills. We see ourselves as independent coordinators and sparring partners for families and portfolio companies.
Daniel Pfister and Andreas Zimmermann have successfully managed a renowned Swiss-based family office with significant multiple equity stakes including publicly traded companies. From their line functions – Group Treasurer, Group Risk & Insurance Manager, Investment Manager and Chief Financial and Chief Operating Officer responsible for investment management – they have acquired both deep professional mastery and a strong international network of finance, legal and tax specialists.
Daniel and Andreas' project management achievements include setting up family and corporate governance structures for single family offices, leading estate planning, optimizing asset management, managing medium-to-large merger and acquisition deals and overseeing capital market transactions. Experienced in tax structuring, compensation schemes and family office management, they have also been instrumental in building successful professional investment teams for family offices. Their management successes have resulted in multiple board mandates and functions.
Aurum’s exclusive professional network plays a crucial role in our singular business model. Our management of multiple merger and acquisition deals and capital market transactions with values up to CHF 2.5 billion introduced us to the industry’s truly outstanding and high-performing experts. These are now our teammates – our strategic partners. Aurum’s exacting individual performance standards ensure the highest level of professionalism in each area of specialization, and secure overall team performance. As your trusted advisors, Aurum clients enjoy best-in-class strategic partners in all relevant sectors of businesses.
This is the bedrock of Aurum-client relationships.
Everything we do, we do right – without compromise.
We know our business – inside out.
Clear, pragmatic solutions govern complexity to ensure efficiency and success.
We pursue long-term value creation, rejecting near-sighted actions for short-term gain.
Well-evaluated solutions, executed with expediency and proficiency.
Aurum Advice GmbH
Oberneuhofstrasse 3
6340 Baar
Switzerland
Daniel Pfister
Mobile +41 79 128 94 94
daniel.pfister@aurum-advice.com
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Andreas Zimmermann
Mobile +41 79 623 66 67
andreas.zimmermann@aurum-advice.com
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