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

AUCTORIS Celebrates 35th Anniversary

AUCTORIS Celebrates 35th Anniversary

May 2, 2014

GREENWOOD VILLAGE, COLORADO [OCT 15, 2013]– On October 3, 2013, AUCTORIS celebrated 35 years of preserving wealth for future generations with over 100 attendees with an evening of cocktails, hors d’oeuvre, and a remarkable performance by international concert pianist Van-Anh at the Denver Center for the Performing Arts.

Since its inception, AUCTORIS has worked to preserve and transfer wealth to future generations, believing that preserving private capital does more for families, their communities, charities, the economy and society as a whole than by default allowing a larger percentage of that wealth to pass to the government in the form of estate and income taxes. “Our success over the past 35 years has hinged on our unmatched ability to connect with our clients and align our strategies with their most cherished value,” said Richard Hartmann at AUCTORIS. “We are proud to have grown this far, and overjoyed to have celebrated with our clients, friends and other estate and business planning professionals.”

Concert pianist and composer Van-Anh (pronounced Van-Ann) performed for guests in her Denver debut, covering classics from Chopin as well as her original works. After her performance, guests were given the opportunity to meet Van-Anh in person and received a copy of her albumTonalita.

Additionally, AUCTORIS Principals Richard Hartmann and William “Bill” Roberts looked back on the history of the firm, as well as shared their vision for the future.

“Having worked with the Boston College Center for Wealth and Philanthropy for five years and having six people graduate from the Institute for Preparing Heirs at Pepperdine University, we feel well poised for another 35 years of assisting financially successful families and businesses in illustrating how they can use their wealth to perpetuate their values and what is most important in their lives, not just to preserve wealth for the sake of wealth,” stated Hartmann.

AUCTORIS was founded in 1978 by Principals Richard Hartmann and William “Bill” Roberts. AUCTORIS serves high net worth families and business owners and performs values-based estate, business succession, and philanthropic planning as well as the placement of life insurance. AUCTORISÂ’ headquarters are located in Greenwood Village, CO with satellite offices in Scottsdale, Arizona and Waco, Texas.

The firm is a member of M Financial Group, one of the nationÂ’s leading financial services design and distribution companies. Since 1978, M FinancialÂ’s network of independent insurance, investment, and executive benefit firms has served the needs of successful entrepreneurs, corporate executives, and Fortune 1000 companies. For more information about AUCTORIS, please visit www.AUCTORIS.com.

Contact Information:

Frances Mickelson, Director of Marketing
AUCTORIS – Headquarters
5350 South Roslyn St., Suite 310
Greenwood Village, CO 80111

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