our history and vision
Architects of Wealth Preservation
Why Auctoris
For Over 40 Years
AUCTORIS has worked with high net worth families and business owners planning for the efficient transfer of wealth to successor generations and philanthropic organizations.
At AUCTORIS, we are Architects of Wealth Preservation Strategies. We are specialists at helping you transfer more than your money to future generations.
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.
Why AUCTORIS?
three simple reasons:
01
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.
02
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.
03
We are Masters at Planning
Our experience includes planning and strategic uses of life insurance.
We thrive when working on complex estates. Multiple business entities, multi-generational planning, various trust structures and asset flows.
remember the past
Since 1978
It has been our life’s work to help our clients identify, preserve and successfully transfer their TrueWealth to future generations.
Founded as Benefit Concepts of Colorado, Inc., it was the vision of the founders to support business owners and their key employees. By “maintaining a network of offices with personnel and facilities which will enable us to bring a high level of independent, objective and creative counseling to the business community to assist it with its business planning.”
(right to left): Richard L. Hartmann, Douglas Windemuller, Ron Deem, William E. Roberts, Jr.
We Will Be with you Every Step Of The Way
If you had the ideal piece of property on which to build your dream home would you immediately hire a builder, have them complete the home and then do a walk-through to see if it is what you want?
No, you would work with an architect first, discuss your lifestyle, your desired use of the house and design elements, then walk the property to select the ideal setting, have the architect design and build models that you can modify and approve to your liking.
In much the same way, we act as architects of wealth preservation strategies. We listen. We interview you, your family members, your business partners and others important to your succession plan. We educate, in a simple manner, about planning options. As architects of wealth preservation, we do not believe in recommending what you should do, but in educating you about what you can do. This empowers you to be the auctor – the originator-of your own wealth preservation plan or strategy.
Our Founding Beliefs
01
Preserving Private Capital
We believe 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.
02
Preparing Heirs
We believe that preparing heirs in advance for the wealth they will receive and the responsibilities accompanying that wealth will greatly enhance the probability that the wealth transferred to the second generation will remain harmoniously in the family.
03
Offering Ideas & Strategies
We believe that we will never have enough knowledge, experience or wisdom to tell others what they should do with their wealth. Acting like architects, it is our role to offer planning ideas and strategies consistent with our clients’ values, goals and objectives and to do so in an easy to understand, non-technical manner. In this way, our clients design their own “blueprint” or plan with guidance from their trusted advisor team. They are the “Auctor” or the “originator” of the wealth preservation strategy.
our team of Specialists are here for you
Words from Our Leaders:
Past & Present
Auctoris Legacy
Mountain Magic Ranch
Richard has owned a horse ranch in Montana for over 20 years. Learn more about Richard here.
Disclosures
Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Auctoris is independently owned and operated. Auctoris is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.
Check the background of this firm and/or investment professional on FINRA’s BrokerCheck
For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. CA Insurance License #0B71087
This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.
#5649476.1
