Auldwood Financial

Family Office

Invest yourself, your money, and your time in what matters most to you.

Less than 1% of families with a net worth between $5 and $50 million have a written plan that outlines short, medium, and long-term goals—a plan to guide their crucial financial decisions. Moreover, very few firms can offer the spectrum of sophisticated services necessary to produce and manage such a plan on behalf of families.

Enhance your family wealth

Auldwood is driven to protect and enhance your family wealth by combining old-fashioned wealth management services with more complex and sophisticated products and services historically only available to institutions.

Tax Advisory

  • Income tax planning

  • Stock Option Planning

  • Executive Compensation

  • International tax

Trust and Estate Planning

  • Trust accounting and fiduciary consulting

  • Wealth transfer economic and tax analysis

  • Special needs planning

Philanthropic Advisory

  • Donor advised funds

  • Private foundations consulting

  • Charitable trust planning

Succession Planning

  • Generational ownership transition design

  • Exit strategies for outside sale

  • Mergers and acquisitions

Wealth and Asset Preservation

  • Portfolio management

  • Alternative investments

  • Wealth planning

  • Life insurance

Concierge and Family Advisory

  • Office and family governance and ongoing support

  • Insurance coverage/selection

  • Mortgage selection