Aurum Family Office

One Standard, Two Ways to Access It

Who We Serve

Two Profiles, One Standard

Aurum Family Office

You know who you pay. We know who we work for.

Some clients come looking for a service directly. Others come looking for an expert relay for their own clients. Aurum addresses both, with the same rigour.

Whether you own a property in France or advise clients who do, our role stays the same: to be the single point of contact for every real estate matter, never managing financial assets or requesting a transfer of assets under management.

The Detail

Who Aurum Works With, Concretely

Vincent van Gogh, Self-Portrait
Vincent van Gogh, Self-Portrait, 1889
01
International Private Clients
Property value from €5,000,000

International families and entrepreneurs, owners or prospective buyers of exceptional residences in France. We take on every obligation their property generates, so that all that remains for them is the pleasure of enjoying it.

No assets under management are required: we do not manage your financial assets, we coordinate everything related to your French property, from acquisition through to transmission.

Vincent van Gogh, Café Terrace at Night
Vincent van Gogh, Café Terrace at Night, 1888
02
Institutional Partners

Family offices (SFO/MFO), private banks, international lawyers and notaires who wish to outsource the French dimension of a file, or offer their clients access to trusted expertise without ever diverting the relationship they hold with them.

We operate under your supervision and to your standards, as a discreet extension of your own offering.

International family offices (SFO/MFO)
Private banks
Tax lawyers
International notaires

Luxury is defined by space and the absence of logistics.

How It Works

Continuous Support, From First Contact to Resale

Before the Purchase

Understanding Your Project, Then Structuring Our Support

Book a Meeting With a Partner

If your project matches our field of expertise, we offer our support in the form of an annual retainer. Once the strategy is validated and the retainer paid, we move into action through to signature.

From validation, the retainer covers:

Legal and tax structuring of your real estate project
Selection of the required professionals (notaire, etc.)
Anticipation of resale and succession where needed
Forwarding of your mail
Creation of your data room
Access to our trading desk for preferential rates on your fund transfers
Study of a financing structure designed to optimise your taxation
Already Purchased Your Property?

You can join us directly at this stage, without going through the structuring phase: we take on the full scope of management described below, without the acquisition strategy.

Once You Own the Property

The Day-to-Day Management of Your Property, Handled

Included in the retainer, without you having to give it a thought:

Creation of your impots.gouv.fr account
Tax returns and IFI (real estate wealth tax) declarations
Calculation of your mortgage amortisation
Payment of property tax (taxe foncière)
Works management and dedicated data room
History of every invoice, checked to be deductible on resale
Reception, translation and storage of your mail
Legal action where needed
Registration of structures (SCI, SARL de famille, SAS) where necessary
Fiscal domiciliation, dedicated phone line and emails where needed
Consolidated financial report of your assets
Preparation of FBAR declarations, to establish your tax residency unambiguously with France
Fiscal representation for any foreign structure holding shares in a French company, should the authorities enquire
One-Off Services

What Remains to Be Settled Separately, But That We Coordinate

One-off legal or accounting consultations (lawyer, notaire, expert), household staff, everyday service providers: these services are billed separately, but we initiate every payment from our dedicated accounts.

One-off legal and accounting consultations
Employment contract review for your household staff
Vehicle rental booking
Housekeeper payment
Concierge for a monthly visit
Additional financing structuring
Auctioneer for furniture valuation, to select the appropriate insurance

You have nothing to manage yourself: we liaise with every professional on your behalf.