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Comprehensive Counsel

Our Approach:

Aionios provides our clients with access to a wide breadth of ideas, solutions, and sophisticated approaches, aggregating the resources needed to address the broad range of needs, goals, and objectives of clients.  

 

Aionios addresses each client uniquely working through these areas of importance to develop a comprehensive strategy to achieve their goals and reach a permanence in generational legacy:

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  • Goal Grounded Planning

    • Core needs

    • Aspirational & Legacy Driven objectives​​

  • Investment Advisory

  • Family Office Services​

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Aionios will work directly with clients incorporating existing relationships, provide advisory, and use affiliations, partners, and networked professional expertise including lawyers and accountants when needed.

Investment Management:

​Investment Advisory provided through Aionios will be driven through an integrative process with clients to incorporate behavioral economic factors as well preferences in developing the investment decision process.  

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The primary services provided will extend beyond core investment management with a wholistic systematic  asset allocation to include:

   

  • Public Investing

    • ETF & Indexed Solutions

    • Active Managers​​​

  • Private Investing

    • Co-investment opportunities with networked family offices

    • Limited partner investments for qualifying families including venture capital, private equity, and MLP’s

    • Alternative Investments

  • Direct Investing

    • Real Estate​

  • Real assets​

  • Concentrated investments

    • Publicly traded​

    • Privately owned

    • Tax efficiency strategies with liquidity needs or events

    • Philanthropic placements

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Family Office Services:

  • Family Office Services

    • Banking and Credit Strategy 

    • Family Governance & Education

    • Wealth Strategy

    • Family Enterprise Planning & Structuring

    • Philanthropic and Impact Investing

    • Estate and Wealth Transfer Planning & Strategy

    • Integration of Family Office Services

  • Tax Planning

  • Trust Services

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