CLIENT EXPERIENCE

Personalized, Shared Family Office Structure

We work with a select group of wealth creators and families each with their own values and diverse backgrounds, including entrepreneurs, executives, business leaders, and philanthropists. We believe that preserving generational wealth and family values demands a family office experience that goes beyond traditional wealth management. We customize a “personal family office” structure – treating each client like a family business and leveraging our extensive capabilities, experience, and creativity to maximize the impact of a family’s life’s work and unlock the potential of significant wealth.

Your Personal Family Office

Our holistic approach combines expertise and a comprehensive understanding of your goals to create a tailored investment strategy. We offer a full range of solutions, including public securities, alternative investments, and carefully curated private deals sourced through our extensive network.

Our integrated approach focuses on implementing strategies that safeguard your family's future and legacy. We work closely with you to develop personalized plans for wealth transfer, income tax optimization, and legacy planning designed to achieve your goals and execute on your vision for generations to come.

We believe in empowering you with knowledge to make informed decisions and protect your financial well-being. Our dedicated team identifies and evaluates potential risks, working to minimize losses and insulate you against unforeseen events. From liability planning to income tax considerations to concentrated stock positions, we cover all aspects of risk management. We design bespoke solutions across a range of insurance options, such as property and casualty, disability, life, asset protection, and long-term care coverage.

We provide detailed and personalized financial reports tailored to your unique situation and needs. Our reports encompass key drivers such as net worth, estate balance sheets, public and private investment performance, and cash flow.

We offer two distinct financial consulting services to cater to your specific requirements. Our discretionary investment management allows us to make investment decisions on your behalf, leveraging our expertise with the goal of maximizing returns. Additionally, our non-discretionary consulting focuses on your total net worth, including assets held outside our direct management, providing comprehensive guidance to optimize your financial standing.

We provide institutional-quality investment management, tax-efficient planning, and creative solutions. As an independent firm with decades of experience, we deliver a flexible and open architecture investment platform with access to some of the industry’s best and emerging asset managers.

Bill Andrakakos, CFA, FRM President & Chief Investment Officer

Aaron Wealth Connect

Aaron Wealth Connect enables you to securely collaborate with Aaron Wealth Advisors at any time, from any place. Aaron Wealth Connect ensures that all collaboration is secure, private, and compliant.
Alexander Fedynsky, J.D. Partner, Family Wealth Advisor

Let’s connect to learn about your financial, estate and generational goals.