Comprehensive Solutions for Wealth Preservation
We are a boutique investment advisory firm located in Miami, Florida, serving clients across the globe who have international financial interests. We provide comprehensive financial planning, overall wealth management, and strategic investment advice to ultra-high-net-worth individuals, entrepreneurs, and families. We are committed to fostering stability and confidence in all your financial decisions and ensuring the security of your family’s wealth through multiple generations.
We Oversee:
WEALTH STRUCTURE SOLUTIONS
- We work directly with asset structure specialists to offer personalized solutions to meet your objectives.
ASSET CONSOLIDATION
- We consolidate portfolios from different institutions using Addepar, an innovative technology system.
- We negotiate the terms of costs and fees for your benefit.
- We routinely compare the returns obtained from every institution.
INVESTMENT STRATEGY
- We manage portfolios under an open-architecture model using a variety of investment products.
- We utilize an active and continuous selection process of administrators and managers.
- We execute and supervise each investment strategy.
- We offer a quarterly investment committee with external members.
- We utilize strategic partners like Callan* and Dynasty Financial Partners** to complement our services.
ADMINISTRATIVE MANAGEMENT
- We take charge of the entire operating process of your accounts in their various custodial institutions.
- We work closely with each and every service provider as part of our commitment to you.
FAMILY PLANNING
- We offer educational seminars for the next generation and a system of family protocols.
*Callan is our research platform.
**Dynasty Financial Partners is a leader of integrated platforms for independent advisors within private banking.