Designed for families that desire privacy and appreciate luxury
Where does Aureus excel?
Aureus is specifically designed to tackle some of the most complex issues affecting affluent families. From sitting atop the family structure to getting involved in private deals and family transition matters, Aureus is uniquely positioned to help.
Financial Reporting
As wealth grows many families need someone to look over their vast portfolio of assets. Financial reporting brings peace of mind that someone is watching your nest egg.
Real Estate
Whether it be commercial property or residential, we assist families manage their growing portfolios.
Investment Oversight
We work closely with wealth advisors and asset managers to help families understand their investment portfolios and properly evaluate risk.
Private Trustee
Each family determines their preference for Trustee roles, and we serve as private trustees or co-trustees aside a corporate trustee.
Family Management
Affluent families tend to be comprised of two to three generations all with different needs and aspirations. We provide guidance and support across the family structure.
Estate Planning
Design, planning, execution and management of the estate plan often takes years or work, but provides some of the greatest value to the family long-term.
Tom Malone, CPA, CPC
MANAGING PARTNER
After eighteen years in a top ten public accounting firm, Tom formed Aureus Family Office with two founding families. During his time in client service, Tom was responsible for tax compliance, strategy, estate planning and navigating family business complexities. He grew up in the family business world, having worked for his grandfather Sam at the family’s Italian bakery. Tom is licensed as a certified public accountant in Pennsylvania and obtained his professional coaching credentials through iPEC Coaching. He currently resides in Allentown, PA.
