AurumINV is an independent advisory expert in three areas of service: We advise local and international family offices, conduct board of director mandates, and provide expert supervisory services for financial transactions.
Daniel Pfister and Andreas Zimmermann’s distinguished family office advisory supports clients with granular, first-hand insights gleaned from 36 years of conducting entrepreneurial family mandates. The accumulated financial and familial experience is the wealth of knowledge drawn upon to provide best-in-class services to AurumINV clients, often families in transition.
Our talents are further enhanced with the exclusive network of AurumINV specialists who are expert in financial, tax and legal fields. This is a dynamic business model structured to ensure that AurumINV solutions are responsibly tailored for individualization and, most-importantly, for longevity.
Services
Family Office Advisory
We provide established or emerging family offices, companies and individuals with expertise in family office structures, organization, implementation, family and corporate governance, succession and estate planning, finance expertise and general management. Our entrepreneurial and transparent approach results in nimble, prompt, accurate and sustainable solutions.
Board Member Mandates
Our board of director mandate services pursue value creation through active shareholding. A clear shareholder agenda significantly increases shareholder influence and control, and results in superior shareholder value.
Financial Advisory
AurumINV supports entrepreneurs and entrepreneurial families in all phases of their investment activities competently and professionally: from foundation to growth and optimization phase all the way up to exit. It is our aim to provide professional support from one source. We offer independent advice for: Liquidity Events, Merger and Acquisitions and Investment Management.
Advisors
Daniel Pfister and Andreas Zimmermann have successfully managed a renowned Swiss-based family office with significant multiple equity stakes including publicly traded companies. From their line functions – Group Treasurer, Group Risk & Insurance Manager, Investment Manager and Chief Financial and Chief Operating Officer responsible for investment management – they have acquired both deep professional mastery and a strong international network of finance, legal and tax specialists.
Recent successes include:
- Orchestrating the establishment of a new Swiss single-family office
- Navigating a UK-based family through its transition from a multi-family office to a single-family
- officeImplementing an investment strategy and new corporate governance structure for a Swiss-based holding company
Daniel Pfister
Founder
Andreas Zimmermann
Partner
Daniel and Andreas’ project management achievements include setting up family and corporate governance structures for single family offices, leading estate planning, optimizing asset management, managing medium-to-large merger and acquisition deals and overseeing capital market transactions. Experienced in tax structuring, compensation schemes and family office management, they have also been instrumental in building successful professional investment teams for family offices. Their management successes have resulted in multiple board mandates and functions.
Network
AurumINV’s exclusive professional network plays a crucial role in our singular business model. Our management of multiple merger and acquisition deals and capital market transactions with values up to CHF 2.5 billion introduced us to the industry’s truly outstanding and high-performing experts. These are now our teammates – our strategic partners. AurumINV’s exacting individual performance standards ensure the highest level of professionalism in each area of specialization, and secure overall team performance. As your trusted advisors, AurumINV clients enjoy best-in-class strategic partners in all relevant sectors of businesses.
Values
Trust & Loyalty
This is the bedrock of AurumINV-client relationships.
Reliability
Everything we do, we do right – without compromise.
Competence
We know our business – inside out.
Simplicity
Clear, pragmatic solutions govern complexity to ensure efficiency and success.
Longevity
We pursue long-term value creation, rejecting near-sighted actions for short-term gain.
Speed
Well-evaluated solutions, executed with expediency and proficiency.