Aurelius Family Office

Aurelius Family Office, LLC is a Registered Investment Advisory (RIA) firm specializing in generational wealth and comprehensive financial planning and analysis. The firm offers a range of services including total wealth management, tax planning and projections, transition planning for significant life events, retirement planning, and strategies for generational wealth transfer and charitable giving. They pride themselves on going above and beyond client expectations to identify hidden financial issues and opportunities, serving families, individuals, retirees, and business owners with complex financial needs.

The firm was registered as an investment adviser in 2021 and is primarily owned by Mark Witaschek, who also serves as its Founder and Managing Principal. Mark Witaschek has over four decades of experience in comprehensive financial planning, and he established Aurelius Family Office as the culmination of his career, aiming to merge financial acumen with expanded fee-only services and technology. The firm's corporate culture emphasizes innovative thinking and a client-centric approach, constantly striving to exceed expectations.

Aurelius Family Office focuses on providing objective and transparent financial guidance. While they do not directly make venture capital investments, their wealth management services involve allocating and rebalancing client assets across various classes, including advising on private equity and real estate allocations, consistent with client objectives and risk tolerance. They also offer financial plans for a fixed fee, with the option to offset portfolio management fees if clients choose to implement the plan using their services.

The advisory team at Aurelius Family Office includes experienced professionals such as Brenda Winslow, AIF®, Chief Operating Officer and Chief Compliance Officer, who brings over 25 years of experience in financial services, operations, compliance, and human resources. Greg Barishian, CPA, CFP®, serves as the Director of Tax Planning, leveraging over 25 years as a CPA and financial planner to help clients achieve their financial goals. The team is dedicated to understanding client goals and future plans to provide a high level of service.