we will do it together
Client Advisor Relationships
advisor teams
How We
Serve
In working with ultra-high-net worth families our role, generally, is to serve
the client through the lead professional – the attorney or multi-family office.
We provide our experience in order to showcase the lead advisor. This provides additional value to the advisor in the eyes of the client, thus increasing respect and credibility for having brought us into the planning.
We integrate our recommendations and
ideas into the advisor’s master plan for the client, crafted by the planning team leader. Everything is reviewed and approved by the advisor before it is presented to the client.
Since 2014
Planning for international families
Our Vision
We have been working with ultra-high net worth families in our practice for over 40 years, designing plans to perpetuate wealth generationally, plans that shield wealth from capital gains taxes as well as estate and inheritance taxes, where they apply.
Applying this vision and mission, Auctoris expanded services internationally, applying our successful business model and best practices to affluent global citizens.
Taking the unknown concept of strategic uses of life insurance abroad to offer a shelter for international families against inheritance taxes.
Our goal is to share these widely accepted planning strategies with Advisors for the benefit of your clients if they are applicable in your country.
Opportunities
We have held meetings with financial professionals who serve ultra-high net worth clients in South America, Europe, Asia and Africa. The deep discussions that followed, and the capability of using the ideas that have passed the test of time with our clients in the U.S. as well as globally, have revealed to us that there is an incredible opportunity for ultra-high net worth families in many global countries to benefit from additional proactive planning.
In addition, non-U.S. residents pay inheritance taxes for their whole estate if physically located in the U.S. at the time of the owner’s death.
Your Clients Deserve The Best Strategic Partner
We would be honored to serve you. and them.
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
