AI advisory for family offices - from strategy and the right setup to private infrastructure.
AI advisory for family offices - from strategy and the right setup to private infrastructure.
AI advisory for family offices - from strategy and the right setup to private infrastructure.
Intelligence, Applied.
Intelligence, Applied.
Artificial intelligence is reshaping how wealth is managed, how research is produced, and how organizations operate. For family offices, it is no longer a distant trend — it is a structural shift that demands active navigation: which capabilities to adopt, which to avoid, and how to do so without compromising privacy or governance.
Aurum Advice guides families through this transition. We combine hands-on expertise in AI systems with the same discipline we bring to everything else — independent, pragmatic, and built around your structures. Where deep technical research is required, we draw on our partnership with A1 Research.
Artificial intelligence is reshaping how wealth is managed, how research is produced, and how organizations operate. For family offices, it is no longer a distant trend — it is a structural shift that demands active navigation: which capabilities to adopt, which to avoid, and how to do so without compromising privacy or governance.
Aurum Advice guides families through this transition. We combine hands-on expertise in AI systems with the same discipline we bring to everything else — independent, pragmatic, and built around your structures. Where deep technical research is required, we draw on our partnership with A1 Research.
Our
Services
Our
Services
AI Advisory
AI Advisory
Navigating the AI landscape — which models and tools matter, what they're good for, and how they fit into your family office's operations.
Navigating the AI landscape — which models and tools matter, what they're good for, and how they fit into your family office's operations.
Research & Due Diligence
Research & Due Diligence
Deep research across AI and robotics verticals, in collaboration with A1 Research — from thematic analysis to opportunity-specific diligence.
Deep research across AI and robotics verticals, in collaboration with A1 Research — from thematic analysis to opportunity-specific diligence.
Private AI Infrastructure
Private AI Infrastructure
Design and setup of local, self-hosted AI systems — hardware, model selection, and implementation — keeping sensitive family data entirely in your hands.
Design and setup of local, self-hosted AI systems — hardware, model selection, and implementation — keeping sensitive family data entirely in your hands.
Three Pillars
of Success
Three Pillars
of Success
Three Pillars
of Success
01
01
01
Practitioner Knowledge
Practitioner Knowledge
Practitioner Knowledge
We work across the full landscape — frontier models, third-party tools, and self-hosted systems — and have built and implemented with them ourselves. Our advice comes from daily use, not vendor briefings.
We work across the full landscape — frontier models, third-party tools, and self-hosted systems — and have built and implemented with them ourselves. Our advice comes from daily use, not vendor briefings.
We work across the full landscape — frontier models, third-party tools, and self-hosted systems — and have built and implemented with them ourselves. Our advice comes from daily use, not vendor briefings.
02
02
02
Privacy by Design
Privacy by Design
Family data is not a training input. We favor architectures — local and self-hosted where appropriate — that keep information under your roof.
Family data is not a training input. We favor architectures — local and self-hosted where appropriate — that keep information under your roof.
Family data is not a training input. We favor architectures — local and self-hosted where appropriate — that keep information under your roof.
03
03
03
Independent Judgment
Independent Judgment
No vendor affiliations, no resale agenda. We recommend what serves your structures, and nothing else.
No vendor affiliations, no resale agenda. We recommend what serves your structures, and nothing else.
No vendor affiliations, no resale agenda. We recommend what serves your structures, and nothing else.
Let's Connect
Ready to discuss your family office needs, digital asset strategy, or AI setup?
Aurum Advice GmbH
Oberneuhofstrasse 3
6340 Baar, Switzerland
© 2026 Aurum Advice GmbH. All rights reserved.
Let's Connect
Ready to discuss your family office needs, digital asset strategy, or AI setup?
Aurum Advice GmbH
Oberneuhofstrasse 3
6340 Baar, Switzerland
© 2026 Aurum Advice GmbH. All rights reserved.
Let's Connect
Ready to discuss your family office needs, digital asset strategy, or AI setup?
Aurum Advice GmbH
Oberneuhofstrasse 3
6340 Baar, Switzerland
© 2026 Aurum Advice GmbH. All rights reserved.