5299 DTC Boulevard, Suite 1101, Greenwood Village, CO 80111 | 303-740-8001 | info@auctoris.com




AUCTORIS has been assisting families and business owners globally to preserve and protect their wealth and business assets for future generations for nearly 40 years. As architects of wealth preservation, it has been our life's work to help you identify and successfully transfer your "true wealth" to your heirs and assist in preparing your heirs for what they will receive. We view our role as educating successful people on how they can use their wealth to perpetuate what is important to them.


Guided by an understanding of our client’s vision and values, it is the mission of AUCTORIS to effectively and efficiently assist ultra-high-net-worth clients and family business owners in implementing plans for the transition of their wealth and businesses to future generations.
Our expertise includes planning and strategic uses of life insurance in the following ways:

PLANNING STRATEGIC USES OF LIFE INSURANCE
Multigenerational Values-Based Wealth Preservation Personal
Business Succession Business
Family Business Life Settlement
Estate Tax Reduction Trust Owned
Charitable Gift Giving Executive Benefits
Art Succession Private Placement
Long Term Care



Architects of Wealth Preservation Strategies
We are architects of wealth preservation strategies. We design alternative personal and business succession strategies to use your wealth to perpetuate what is important to you in a manner consistent with your values. Creating your "blueprint" is the first step in crafting your wealth and business transfer plan. Like architects, we build models to show you what you could do and then refine the models based on your input and the input of your other trusted advisors.


What We Believe
AUCTORIS believes that private wealth should remain in private hands, preserving family businesses, sustaining community growth. AUCTORIS values associates with integrity, who are creative, caring, ethical, confidential, experienced, professional individuals, unified and committed to enhancing the wealth of our clients in accordance with the goals of our mission statement. We believe we should never tell anyone what to do with their wealth, but educate them on the possible tax-efficient ways to reach their goals and objectives in a manner consistent with their values and allow them to decide what they want to do.

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