Our services
Six areas of advice for individuals, families and business owners. Most clients start with one and find that their questions connect to others.
Guidance on evaluating opportunities and building a strategy that fits your objectives, risk tolerance, liquidity needs and time horizon.
A complete picture of your financial position and a plan for goals, cash flow, liquidity and major life events.
A structured approach to managing investment exposure, assessing risk and protecting capital over time.
Preparing for retirement by estimating future income needs and building a strategy to sustain the lifestyle you want.
Organizing shared financial priorities and preparing for the transfer of wealth between generations.
Financial guidance for entrepreneurs on liquidity events, sale proceeds and keeping business and personal goals in balance.
The advisory process
Every service follows the same structure, so you always know what happens next.
Initial consultation
A conversation to understand your goals and whether we are the right fit. There is no obligation to proceed.
Engagement
If you choose to go ahead, we agree the scope, fees and responsibilities in writing.
Analysis and strategy
We gather information, assess your position and prepare recommendations.
Recommendations
We present our advice, explain the reasoning and risks, and agree next steps with you.
Ongoing review
Where included in your engagement, we review progress and adjust the plan over time.
Questions about our services
Do I need to use more than one service?
No. Many clients begin with a single question, such as what to do with proceeds from a business sale. We will point out where it connects to other areas, but the scope is always your decision.
Do you sell financial products?
Our role is to advise. How we are paid, and any arrangement that could create a conflict of interest, is set out in writing before you engage us.
Can you work with my existing lawyer or accountant?
Yes. We regularly coordinate with clients' legal, tax and accounting advisers. We do not provide legal or tax advice ourselves.
This page describes a service in general terms. Whether it is suitable for you depends on your circumstances, and it is offered only in jurisdictions where Aurelius Capital is authorized to provide it. Investments can fall as well as rise in value, and you may get back less than you invest. Nothing on this page is a promise of any financial outcome.
Talk through your financial goals, schedule a consultation.
Tell us what you are planning for. An adviser will arrange an initial conversation in English or Arabic at a time that suits you.
Requesting a consultation does not create an advisory relationship. Any formal engagement is agreed separately in writing.