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.
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.