AIRE Advisors Unveils AIRE One: A Comprehensive Family Office Concierge Service
[Beverly Hills, California]: AIRE Advisors is proud to announce the launch of AIRE One, a comprehensive family office concierge service for ultra-high-net-worth families. AIRE One was created to oversee and manage every aspect of a family’s wealth, providing expertise in planning, administration, and overall management.
“We created AIRE because we wanted to establish a firm that models our interpretation of the ideal client experience and is centered solely around the client,” explains Amir Monsefi, CEO and Co-Founder of AIRE Advisors. “AIRE One is a continuation of that dedication and customized approach.”
“AIRE One was designed to recognize the unique challenges that ultra-high-net-worth families encounter,” says Sharon Nassir, COO and Co-Founder of AIRE Advisors. “We aim to deliver an exclusive standard of service and resources tailored to meet their specific needs.”
The suite of services and tailored solutions offered by AIRE One include:
Wealth Planning and Advisory
Wealth Management and Investment Services
Concierge Services and Access to Hand-Selected Experts
Business Development and Succession Planning
Charity and Philanthropy Services
Liability Planning and Management
International Estate and Tax Planning Support
Insurance Services
Family Meetings and Governance Services
AIRE One is tailored to families with investable assets of $25 million or more.
Click here to see story on Advisor Hub.
About AIRE Advisors
AIRE Advisors, an independent registered investment advisor based in Beverly Hills, California, empowers individuals, families and business owners to feel confident in their future, helping to protect and build their wealth while opening doors to opportunity. With a keen understanding of its clients’ needs, goals and aspirations, the global wealth consultancy provides diverse experience, independent and holistic advice, tailored investment solutions and global resources to support and inspire clients to create, expand and realize their legacies. For more information, please visit www.aireadvisors.com.
Aire Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Aire Advisors, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Aire Advisors, LLC unless a client service agreement is in place.
Contact:
AMIR MONSEFI, CEPA, CPFA, AWMA®, CPWA®
Co-Founder, CEO
888-688-AIRE