Live Life Better

Business-grade financial and life management solutions for those who want to do more


Why Become a Member

Technologies

Access the latest enterprise-class technologies for use in creating your own personal family office.

Personal Financial & Household Management

We offer leading personnel financial and household management solutions, and are glad to adapt our approach to meet your personal preferences.

Holistic Protection

As part of membership, we provide a range of solutions that secure your world so you can focus on what matters most to you.

Education

Member education is one of our key goals to help you determine the best path for wealth, life and retirement planning.

Community

The Aum community is one where people can share best practice and offer tips on the best ways to manage personal financial and family matters.

Professional Services

We provide a multi-disciplinary solutions, and coordinate with your preferred advisors, to take care of the big stuff and so you achieve the highest returns on your work.

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Join the Aum Community

Join the premier personal finance and family management community for professionals and executives.

Create Your Family Office

Build your family office today

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Some of the services we offer

Integrated professional services to simplify your life.

Finances

Cash management, planning, bill pay, household payroll and analysis software and services to live well now and later

Insurance

A full spectrum of insurance options to complement your portfolio and protect loved ones

Technology & Education

Business-grade technologies to help you prosper

● Business-grade App Manager powered by Okta® with AppEscrow™● Critical "held away" Digital Document Repository● Advance Financial, Tax and Insurance Reporting● Premier Identity, Credit, Bank, Investments and Title Monitoring● Online Community with Financial Courses and Events

How to Start Professional Services

Initial Consultation

First we meet to explore the possibilities and discuss your aspirations.

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Initial Consultation

Non-Disclosure Agreement and Intake

Join the Community

Protection and Services

Periodic Check-ins

Peace of Mind

Talk to us

Let's discuss your family office needs to support your lifestyle and protect your future. It's free.

Your mind at ease

We are glad to consult with you until you feel comfortable that we understand your personal financial management needs - whether personal finance, tax, insurance, or estate planning - until we have identified the level of services that will help you reach your goals.

Payments for recurring services are priced reasonably and on a monthly basis. If you do not feel you are achieving personal financial and estate planning peace of mind with Aum Family Offices, you may cancel at any time.

We communicate by phone, email, text, mail or messenger so you get the personal finance and estate planning support you need the way that is right for you. We communicate with you frequently so you always know where you stand and where you are going.

Contact us

The moment you want personal financial management and peace of mind, contact us.

Phone

+1 (212) 300-5482

E-mail

moc.ofmua%40klatstel



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