“Building trust, safeguarding wealth.”
Helping clients across the world to protect their wealth.
ABOUT US
What Sets Us Apart
At Aurum Patrimonium, we redefine wealth management consulting by offering more than just offshore services—we provide tailored solutions with uncompromising integrity, expertise, and discretion.
As a consulting firm, we prioritize your unique goals above all else—offering not just a product, but a tailored solution that fits your exclusive needs. Every strategy—whether for wealth preservation, global business structuring, or crypto asset management—is designed around your needs, not corporate targets.
Wealth Management
Encompasses a wide range of financial services, including financial planning, investment management, tax planning, risk management, retirement planning, estate planning, and specialized services for high-net-worth individuals.
Offshore Accounts
These accounts are often associated with international banking, tax optimization, asset protection, and financial privacy. These accounts are legal and widely used for legitimate purposes, they have also been subject to scrutiny due to their potential misuse for tax evasion or illicit activities.
Company Formation
We help companies and individuals open their businesses around the world. Whether to expand operations or take the first steps abroad, we offer the best solutions
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Tax Planing
We help individuals and businesses optimize their finances by minimizing tax liabilities legally. These services include strategic advice, deductions, credits, and compliance to ensure efficient tax management and long-term savings.
Escrow
Escrow services provide a secure way to manage transactions by holding funds or assets until all agreed conditions are met. They ensure trust and transparency for buyers, sellers, and parties involved in real estate, business deals, or online transactions.
Asset Protetion
We deliver effective and legal solutions for asset protection, safeguarding your wealth from risks like lawsuits, creditors, or financial losses. Through strategies such as trusts, LLCs, and insurance, we ensure your assets remain secure and preserved for the future.
OUR SERVICES
Encompasses a wide range of financial services, including financial planning, investment management, tax planning, risk management, retirement planning, estate planning, and specialized services for high-net-worth individuals.
Wealth Management
These accounts are often associated with international banking, tax optimization, asset protection, and financial privacy. These accounts are legal and widely used for legitimate purposes, they have also been subject to scrutiny due to their potential misuse for tax evasion or illicit activities.
Offshore accounts
We help companies and individuals open their businesses around the world. Whether to expand operations or take the first steps abroad, we offer the best solutions
Company formation
We help individuals and businesses optimize their finances by minimizing tax liabilities legally. These services include strategic advice, deductions, credits, and compliance to ensure efficient tax management and long-term savings.
Tax Planning
We deliver effective and legal solutions for asset protection, safeguarding your wealth from risks like lawsuits, creditors, or financial losses. Through strategies such as trusts, LLCs, and insurance, we ensure your assets remain secure and preserved for the future.
Asset Protection
Escrow services provide a secure way to manage transactions by holding funds or assets until all agreed conditions are met. They ensure trust and transparency for buyers, sellers, and parties involved in real estate, business deals, or online transactions.
Escrow
Why Aurum Patrimonium?
Outstanding quality, guarantee and customized service
At Aurum Assets Patrimonium, we specialize in providing high-quality asset management and financial solutions tailored to the needs of our global clients. Our expertise spans asset protection, offshore structuring and operations, ensuring security, efficiency, and compliance in every step of the process.
OUR NUMBERS
Our numbers
85
Customers worldwide
20
International partners
326
International transactions
US$ 4b
Transactions of our customers
Antonio Carlos Vargas
Former Vice President of the British Chamber of Commerce and Industry in Brazil, and Director of the Chamber of Guinea-Bissau and Sub-Saharan Africa. Specialized in offshore operations and business expansion, with active involvement in developing new business fronts.
Alejandro Saavedra
Former President of the US Chamber of the Americas in Mexico and Latin America, CEO of DIALÉCTIKA CORPORATION. Oversees overall strategic planning and implementation, as well as client relationship management and the establishment of strategic alliances with suppliers and sponsors to drive business growth.
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Amb. Tarig Abusalih
Ambassador Tarig Abusalih bring decades of international experience in diplomacy, business, and global advisory. a shared commitment to building bridges across cultures, fostering strategic relations, and creating opportunities for sustainable growth worldwide.
Bastien Voisin
Bastien is a specialist in tax practice. He advises asset managers, institutional investors, multinational companies, as well as high-net-worth individuals on all aspects of international taxation and cross-border structuring.
He is particularly focused on investment fund work across a wide range of strategies: private equity, real estate, infrastructure, venture capital, debt, hedge funds, and more.re
Contact
Location
Av. Engenheiro Luís Carlos Berrini, 1748 - Itaim Bibi, São Paulo - SP, 04571-010