Aurevia services
Family Office Services
Complexity made governable.
For multigenerational families who need disciplined coordination without building a standalone office.
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A coordinated scope, shaped around the mandate.
A coordinated advisory structure for complex family wealth, governance, reporting, and continuity.
Consolidated oversight
Assets, entities, advisors, cash flows, and obligations are organized into one decision framework.
Family governance
We help families define roles, meeting practices, shared principles, and methods for resolving decisions.
Next-generation education
Education is paced to each family member's experience and responsibilities.
Philanthropic strategy
Giving structures and grant decisions are aligned with the family's values and long-term intent.
How the work moves forward.
Map the system
We document entities, ownership, advisors, information flows, and current decision rights.
Create the cadence
We establish clear reporting, meetings, responsibilities, and escalation paths.
Support continuity
Governance and education evolve as the family and its responsibilities change.
Related perspective
What a family investment policy should clarify
A useful policy defines purpose, risk, decision rights, and the conditions that deserve a review.
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Begin with a clear conversation.
Tell us what you are navigating. We will explain how we can help and where we may not be the right fit.
San Francisco, CA 94105