A principal-led practice in Calgary.
Aureon Capital is a private wealth and family office practice. We work with a limited number of families across Canada whose wealth will pass between generations, and each family deals with the same senior person from the start.
How we start.
We don’t make recommendations at the start. We first learn what the family owns, who relies on it, what has already been decided, and what hasn’t.
Once that is written down and the family agrees with it, risk can be discussed in real dates and amounts, and any added complexity has to justify itself.
When recommendations come, they are written so that every generation affected can read them. All costs are totalled in one figure, and any conflict of interest is disclosed in writing.
Wealth built in a business, now held in several places.
Many of the families we work with built their wealth in an operating business and managed it themselves for decades. Over time there are more entities, more people affected, and more decisions whose consequences fall after the founding generation.
What we add is one consolidated view, a plan the family has agreed to, and the administration that keeps both current.
One senior point of contact.
Each family works with one principal, from the start through implementation and ongoing oversight.
We don’t give tax or legal advice. Those questions, and cross-border ones, go to specialists. We work with the family’s accountants and lawyers so that their advice and the family’s plan rest on the same facts.
Based in Calgary, working across Canada.
Much of Calgary’s private wealth was made in cyclical industries. Working here has shaped how we plan: conservative assumptions, plain language, and horizons measured in decades.
We also work with families elsewhere in Canada. Meetings are by appointment.
How the work looks in practice.
We explain the work through two invented families: one after a business sale, and one preparing a third generation for a transition. Neither is a client.