Services

Advisory, Coordination and Introductions

Five disciplines that give your family one coordinated view of its wealth — without us ever holding your assets.

Analyze & Optimize

Clarity first, then efficiency

A structured review of banking relationships, holdings and fees across personal, corporate and family structures, followed by practical support in renegotiating terms with your existing providers.

Structure & Centralize

The right architecture, seen as a whole

Coordinated design of arrangements that fit your circumstances, carefully selected introductions for your own evaluation, and consolidated oversight across institutions and jurisdictions.

Perpetuate

Continuity across generations

Support for succession thinking and family governance alongside your legal and tax advisors, and next-generation education through the Aureline Academy.

Engagement terms

Scope and fees

[CONFIRM: fee structure — fixed project fee, retainer or hourly; minimum engagement; any third-party remuneration and how it is disclosed.]

[CONFIRM: jurisdictions and client types served.]

Important information

Aureline Wealth is an independent consultancy with international banking ties and connections. At a client’s own initiative, we make introductions to private, commercial and investment banks and to specialists across jurisdictions, on a reverse-solicitation basis. Aureline Wealth does not hold, custody or manage client assets and does not provide investment advice. Any introduction to a bank, asset manager, law firm, trustee or other third party is made for the client’s own evaluation; the client contracts directly with that party, which remains solely responsible for its own services.

Nothing on this website constitutes an offer, a solicitation, or investment, legal or tax advice. Content is provided for general information only and may not be suitable for every jurisdiction or person. Company and registration details are provided in our client documentation and are available on request. Aureline Wealth currently works with families based in Greece and elsewhere in Europe.