For Nearly 40 Years, It Has Been Our Life’s Work to Help Our Clients Identify, Preserve and Successfully Transfer Their TrueWealth to Future Generations.
At AUCTORIS, we are architects of TrueWealth preservation strategies. We are experts at helping you transfer more than your money to future generations. Why AUCTORIS? Here are three simple reasons:
- Your Choice for a Chance of Success. With us, you will explore all the opportunities available to increase the probability of successfully transferring your TrueWealth – including family businesses, your knowledge, your values, your contacts and your relationships — to future generations.
- We Work With Your Team. We work with your already existing team of advisors—estate planners, asset managers, accountants, lawyers, financial planners, tax advisors, bankers, valuation experts and business consultants. There is no need to disrupt your team to bring us on board. We fit right into your existing situation.
- We are Masters at Planning. Our expertise includes planning and strategic uses of life insurance including:
- Multigenerational Values-Based Wealth Preservation
- Business Succession
- Family Business Succession
- Estate Tax Reduction
- Charitable Gift Giving
- Art Succession
- Long-Term Care
Strategic Uses of Life Insurance
- Life Settlement
- Trust Owned
- Policy Audit Services
- Executive Benefits