Our Mission
At Aulestia Wealth Management, we empower Wealth Creators and Founders to embrace their financial destinies by providing personalized, holistic wealth management and family office services with an unwavering fiduciary approach. We take pride in being a trusted partner for entrepreneurs, individuals, and families seeking to achieve impactful financial outcomes.
Who We Are
Aulestia Wealth Management is an independent, multi-family office and wealth management firm serving affluent clients in Naples, Florida. Our team of experienced professionals brings deep expertise in wealth management, investment strategies, and comprehensive financial planning to every interaction. We believe in building lasting relationships built on trust, transparency, and open communication.
Our Approach
Our philosophy revolves around a holistic approach to wealth management, encompassing every facet of your financial life. We take the time to understand your unique goals, values, and risks to tailor a customized plan that aligns with your aspirations.
1. Family Office Services
- Comprehensive coordination with other professionals to create a cohesive team.
- Personalized wealth management solutions for families and their families.
- Succession planning and exit strategy guidance.
2. Wealth & Investment Management
- Comprehensive wealth analysis and goal setting.
- Diversified portfolio management across asset classes.
- Access to specialized investment strategies and alternative assets.
3. CFO Services
- Comprehensive financial analysis and budgeting.
- Strategic financial planning for businesses and families.
- Outsourced CFO services for optimal efficiency and growth.
4. Business Succession Planning
- Succession plan development and implementation.
- Valuation and liquidity analysis for business owners.
- Guidance on tax optimization and wealth preservation.
5. Estate Planning & Donor Advised Funds
- Personalized estate planning guidance and execution.
- Tax-efficient wealth transfer strategies.
- Donor-advised funds for impactful philanthropy.
6. Corporate Retirement 401(k) Plans
- Comprehensive plan design and implementation.
- Fiducial support and investment guidance.
- Compliance monitoring and reporting.
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