We will contact you shortly.
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.
As part of membership, we provide a range of solutions that secure your world so you can focus on what matters most to you.
Member education is one of our key goals to help you determine the best path for wealth, life and retirement planning.
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.
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.
Cash management, planning, bill pay, household payroll and analysis software and services to live well now and later
A full spectrum of insurance options to complement your portfolio and protect loved ones
First we meet to explore the possibilities and discuss your aspirations.
Non-Disclosure Agreement and Intake
Join the Community
Protection and Services
Peace of Mind
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.
The moment you want personal financial management and peace of mind, contact us.
+1 (212) 300-5482