Comprehensive Private Wealth Planning
Private wealth management is the art of structuring your assets to support your life goals, protect your family legacy, and survive systemic market transitions. At Aura Capital, we establish a thorough map of your financial coordinates and structure allocations around tax efficiency, risk tolerances, and family trusts.
- Estate & Generational Trust Structuring
- Philanthropic & Foundation Management
- Family Office Consolidation & Governance
- Multi-Currency Asset Protection Schemes
Active Asset Allocation & Portfolio Management
We build risk-balanced portfolios across global liquid assets, fixed income, municipal bonds, and tactical alternative assets. Utilizing advanced quant analysis, we stress-test portfolios to identify structural correlations, mitigating downside risks during corrections while pursuing long-term alpha.
- Global Equity & Fixed Income Strategy
- Quantitative Risk Stress Testing
- Irregular Alternatives (Private Equity & Debt)
- Unified Institutional Discretionary Mandates
Corporate Finance & Capital Solutions
Aura Capital supports medium-market corporations and founders in optimizing capital setups, executing mergers & acquisitions, and organizing debt financing. We maintain strong ties with global institutional credit pools, sovereign entities, and private capital networks to secure funding for corporate scaling.
- M&A Buy and Sell-side Representation
- Debt Structuring & Syndication Advice
- Capital Structure Optimization
- Private Credit & Venture Introductions
Tax Optimization & Legacy Protection
High investment returns can be severely eroded by tax inefficiencies. Our specialized advisory reviews capital gains exposure, structures tax-loss harvesting mechanisms, and utilizes trusts and corporate entities to legally optimize overall tax liability across global jurisdictions.
- Systematic Tax-Loss Harvesting
- Cross-Border Tax Coordination
- Deferred Compensation Optimization
- Qualified Opportunity Zone Strategy
Frequently Asked Questions
Understanding our services, onboarding requirements, and fiduciary principles.
We charge a transparent, asset-based advisory fee starting at 1.0% annually for initial portfolios, which tiers downward as advisory assets grow. We do not charge commissions, sales loads, or transactional hidden fees, aligning our success with yours.
As SEC-registered investment advisors, we are bound by law to act as fiduciaries. This means we are legally and ethically obligated to recommend investments that are strictly in your best interests, avoiding the conflicts of interest common in traditional commission-based brokerages.
Our private wealth desk generally maintains a minimum relationship size of $1,000,000 in investable assets. However, we occasionally accept smaller initial relationships for founders, corporate executives, and references from existing clients.
All client assets are kept securely in custody with top-tier, third-party clearing institutions, including Charles Schwab Institutional and Fidelity Clearing. Aura Capital acts strictly as your investment manager under a limited power of attorney, with no direct access to withdraw your capital.
Ready to Elevate Your Financial Path?
Secure a private advisory consultation with our global steering team.