Aevum is a multi-family office organised around continuity, stewarding more than $300B for families who plan in generations, not quarters.
How the Hartwell family unified $1.8B across fourteen advisors into one plan.
As featured in
01Coordination
Advisors, accountants and attorneys who never speak.
02Portfolio
Portfolios built around products, not purpose.
03Tax
Tax exposure discovered after the fact.
04Succession
Succession plans that live in a drawer.
01Coordination
A single team coordinating every advisor.
02Portfolio
Portfolios engineered around your objectives.
03Tax
Tax strategy embedded in every decision.
04Succession
Legacy plans that are funded, tested and current.
Services
Each practice is led by its own specialists and answers to a single plan, so investment, tax, estate and family decisions are made together rather than in sequence.
Practice overview
$304B
Total assets under stewardship
| No. | Practice | Focus | AUM | Share | Details |
|---|---|---|---|---|---|
| 01 | Investment Management | Multi-asset and private market portfolios | $128B | 42% | |
| 02 | Wealth Planning | Cash flow, liquidity and legacy planning | $54B | 18% | |
| 03 | Tax & Estate | Tax, trust and estate structuring | $41B | 13% | |
| 04 | Family Office | Reporting, governance and administration | $47B | 16% | |
| 05 | Institutional Advisory | OCIO for endowments and foundations | $34B | 11% |
Disciplined, multi-asset portfolios engineered around your goals, liquidity needs and tolerance for risk.
Capabilities
We map where your wealth is today to where it needs to be for you, your family and the causes you care about.
Capabilities
Tax and estate strategy embedded in every decision — coordinated with your attorneys and accountants, not after them.
Capabilities
A dedicated family office team that consolidates reporting, governance and day-to-day financial administration.
Capabilities
Outsourced CIO and advisory solutions that align capital with mission, spending policy and board governance.
Capabilities
Approach
We built our process around your objectives — not our product shelf.
A confidential, in-depth review of your balance sheet, entities, cash flows, tax position and family priorities. We find what truly matters, not just what's visible.
Key deliverables
Film
Our advisors on how one integrated plan is built, implemented and stewarded across generations.
Service standards
Measured quarterly and reported to every client.
Consolidated Reporting
Real-time visibility across every account, entity and custodian. Quarterly reviews on performance, risk and progress to plan.
T+1Reporting across every custodian
Ongoing Optimization
Continuous rebalancing, tax-loss harvesting and policy reviews. Adjust allocations, refine structures, capture opportunities.
DailyPortfolio and risk monitoring
Dedicated Team
A senior advisor, portfolio manager and planning specialist who know your family — available when you need them.
2 hrsMaximum response time, business days
Leadership
Our executive committee averages more than two decades in private wealth, institutional investing and tax law, and every member serves client families directly.
Executive committee
06 members
Founder & CEO
Thirty years advising multi-generational families. Former Head of Private Wealth at a global investment bank.
Chief Investment Officer
Leads Aevum's investment committee and oversees $300B+ in discretionary and advisory assets.
Head of Private Wealth
Guides founders and executives through liquidity events, concentrated positions and succession.
Head of Tax & Estate
Estate attorney turned strategist, coordinating trust and entity structures across jurisdictions.
Head of Client Solutions
Builds tailored relationships for families, family offices and institutional mandates.
Director, Family Office
Runs consolidated reporting, governance and next-generation education programs.
Careers
We're looking for exceptional people who want to help families steward wealth for generations.
Apply NowClient perspectives
Families, founders and institutions on what changed when every advisor began working from one plan.
Featured client
“Aevum didn't just manage our wealth — they helped us become better stewards of it.”
They uncovered structural issues our previous advisors had missed for a decade. Today our family's plan spans three generations and four jurisdictions.
Catherine LowellPrincipal, Lowell Family Office4.9/5
Based on 1,200 verified client reviews
“I was skeptical of large firms — we'd been sold products before and then forgotten. Aevum was different. They challenged our assumptions, coordinated every advisor we had, and stayed until the plan actually worked.”
Marcus ThompsonChairman, Theo Holdings“Aevum helped us see around corners. When everyone else told us to diversify immediately, they built a staged strategy for our concentrated position that saved us millions in taxes.”
Daniel KimFounder, Sitewell“What sets Aevum apart is their commitment to educating our family, not creating dependency. Our children now sit on the investment committee with confidence.”
Jennifer HollandTrustee, Holland Foundation
I've personally guided 200+ families through generational transitions. Let me show you what's possible for yours.
Eleanor Vance · Founder & CEO
Testimonials are from current clients who were not compensated. Their experiences may not be representative of other clients and are no guarantee of future performance or success.
October 14, 2026
0%
Lower all-in advisory costs
0.0x
Improvement in after-tax returns
Services
“Aevum turned fourteen disconnected advisors into one coherent plan.”
Robert Hartwell
✱ HartwellRelationships
Every relationship is led by a dedicated senior advisor, governed by a single integrated plan and overseen by the firm's investment committee.
| Relationship model | 01Private WealthIndividuals and families building and preserving wealth across generations. | 02Family OfficeComplex family enterprises requiring investment, tax, estate and governance under one roof. | 03InstitutionalEndowments, foundations and pension plans seeking an outsourced investment office. |
|---|---|---|---|
| Minimum relationshipInvestable assets | $5M | $50M | By mandate |
| Advisory feeOn assets under advisement | From0.85%p.a. | From0.55%p.a. | Negotiated |
| Relationship team | Senior advisor, portfolio manager and planning associate | Dedicated multi-disciplinary family office team | Institutional team led by a dedicated OCIO |
| Reporting cadence | Quarterly | Monthly, consolidated | Monthly, board-ready |
| Investment management | |||
| Discretionary portfolio management | Included | Included | Included |
| Tax-aware rebalancing | Included | Included | Not included |
| Private markets access | Not included | Included | Included |
| Investment policy design | Not included | Included | Included |
| Outsourced CIO implementation | Not included | Not included | Included |
| Planning & administration | |||
| Integrated wealth plan | Included | Included | Not included |
| Trust & entity administration | Not included | Included | Not included |
| Family governance & education | Not included | Included | Not included |
| Spending policy analysis | Not included | Not included | Included |
| Oversight & reporting | |||
| Quarterly strategy reviews | Included | Included | Included |
| Consolidated multi-custodian reporting | Not included | Included | Included |
| Board & committee reporting | Not included | Not included | Included |
| Discuss Private Wealth | Discuss Family Office | Discuss Institutional | |
Individuals and families building and preserving wealth across generations.
Capabilities
Complex family enterprises requiring investment, tax, estate and governance under one roof.
Capabilities
Endowments, foundations and pension plans seeking an outsourced investment office.
Capabilities
David WhitfieldHead of Client SolutionsAll relationships begin with a confidential 45-minute consultation with a senior advisor. There is no obligation.
Fees are tiered by assets under advisement and billed quarterly in arrears. Minimums may be waived at the firm's discretion. Full schedules are disclosed in our Form ADV Part 2A.
FAQ
Candid answers to what families and institutions most often ask before engaging us.
Aevum is an independent wealth management firm. We manage investments, coordinate tax and estate strategy, and provide family office services for families, founders and institutions — all under one integrated plan and one accountable team.
More questions? Reach out anytime.
clients@aevum.comResearch, market perspectives and planning frameworks from our investment committee.
View AllContact
Every relationship begins with a confidential conversation with a senior advisor. There is no obligation and no product to sell.
What to expect
Head office
500 Park Avenue, 24th FloorTell us where you are and a senior advisor will be in touch within one business day.
