- Wealth advisory for clients with international needs, coordinating solutions through regulated financial institutions.
Servicios:
- Design of international investment portfolios.
- Access to global funds, ETFs, and other investment vehicles.
- Coordination with private banks and custodians.
- Risk analysis, investment horizon, and wealth objectives.
No. AURUM FINANCIAL GROUP does not act as a bank or direct lender, nor does it engage in mass public fundraising. The firm acts as an independent advisor, structurer, and financial intermediary, connecting projects with regulated financial institutions, private funds, institutional investors, and specialized platforms, under private offering schemes and private contracts.
AURUM’s financial solutions are aimed at pre-evaluated companies and individuals, as well as clinics, hospitals, foundations, civil associations, social impact projects, infrastructure developers, and clean energy initiatives. (Almost all sectors and industries can be financed; consult a financial advisor) and foreign trade operations and high-value franchises, including structured credit and specialized financing.
Each transaction is analyzed individually, taking into account technical, financial, and legal feasibility, as well as the client profile, sector, and project structure. There are no standard minimum or maximum amounts, as the terms are defined according to the characteristics and risk level of each transaction.
The process begins with a preliminary analysis of the information provided by the client. Subsequently, AURUM conducts a technical, financial, and legal evaluation to define the most appropriate structure. If deemed viable, the financing strategy is designed, and connections with the corresponding capital sources are managed, supporting the client throughout the entire structuring and negotiation process.