Wealth Management • Category 09
Aurum Capital
Private Client.
Preserving multi-generational wealth through tax-efficient strategies and private market access.
Wealth Management • Category 09
Preserving multi-generational wealth through tax-efficient strategies and private market access.
James Sterling, CFA
True wealth is not about chasing returns; it is about managing risk and ensuring continuity. At Aurum Capital, we operate as a Fiduciary, meaning your interests are legally required to come before our own.
We specialize in the complex needs of business owners and real estate investors in the Tampa Bay area, providing access to institutional-grade private equity and debt instruments typically reserved for endowments.
Strategies
Utilizing tax-loss harvesting, charitable trusts, and Opportunity Zones to minimize liability.
Direct access to Private Equity, Venture Capital, and Real Estate Syndications not available on public exchanges.
Coordinating with your Estate Attorney to ensure seamless wealth transfer and asset protection.
Balancing asset classes to perform across various economic environments, reducing volatility.
