Designed for families that desire peace of mind
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 businesses and family transition matters, Aureus is uniquely positioned to look after your family.
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.
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 of work, but provides some of the greatest value to the family long-term.
The Firm's Founding Principles
> Always do the right thing
> Stand by your word, no matter what
> Only work with respectable people
> Walk in their shoes
> Build lasting relationships
> Think in terms of decades
> Serve at the pleasure of others
> Pay attention to the smallest detail
> Challenge conventional thinking
> Be gracious with your time and talent
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.
