5350 S. Roslyn Street, Suite 310, Greenwood Village, CO 80111 | 303-740-8001 | info@auctoris.com

About AUCTORIS

For nearly 40 yearsAUCTORIS has been working with high net worth families and business owners planning for the efficient transfer of wealth to successor generations and philanthropic organizations.

We believe more good can be done for society as a whole through private wealth remaining in families than by default having half of every family’s wealth pass through to the government in taxes. Our company was founded on the belief to serve highly successful families and private businesses in the design and implementation of efficient transfer of wealth to future and multiple generations.

To that end, we are an educational consulting firm that designs and communicates wealth transfer strategies in non-technical, non-legal layman and business language. We model existing and potential cash flow and estate wealth distribution assuming the use of several wealth transfer strategies so clients can make informed decisions about the transfer of their wealth. We believe that no matter how much education or experience we have, we will never know enough to tell clients what they should do with their wealth. Instead we show them alternative ways to accomplish their planning goals and objectives in a manner consistent with their values. We also discuss the advantages and limitations of each idea. Through this process we allow our clients to design their own estate wealth succession plan with input from their advisors rather than have the other way around.

For us, planning is about you utilizing your assets during your lifetime and transferring them to those whom you want to receive them during life and at death while minimizing shrinkage from gift, estate, income and generation skipping taxes.

Our expertise includes:

Planning:

  • Multigenerational Values-Based
  • Wealth Preservation
  • Business Succession
  • Family Business
  • Estate Tax Reduction
  • Charitable Gift Giving
  • Art Succession

Strategic Uses of Life Insurance:

  • Personal
  • Business
  • Life Settlement
  • Trust Owned
  • Policy Audit Services
  • Executive Benefits

How is AUCTORIS Different?

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