For more than three decades, the team at AUCTORIS has provided strategies for preserving clients’ wealth and business assets and assisted them in acquiring quality life insurance products. Our team has over 200 cumulative years of experience and knowledge with specialization in the areas of tax law, accounting and plan modeling. We practice values based integrated wealth and business succession pl
anning. We assist our clients in being the author or “auctors” of their own succession plan in order to preserve their personal and business assets for future generations. We also take care to prepare the heirs of those assets for what will be inherited. We design and refine possibilities to create custom, tax efficient plans for the utilization and preservation of wealth and/or business. We are relationship driven and take pride in developing confidential, personalized and innovative succession solutions. Our process has assisted several hundred individuals and businesses achieve clarity of purpose and focus in their vision and values. We facilitate our clients’ dreams of conserving their life’s work and directing it to those family, business members or charities they wish to benefit. AUCTORIS is headquartered in Colorado with offices in Texas and Arizona. Our clients live in over 22 States nationally and several Countries internationally. Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC, AUCTORIS is independently owned and operated
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