A World-Class Experience
With a Personal Touch
At MAXIMAI Investment Partners, our goal is to foster stability and confidence in all your financial decisions. Our motto has always been “Family First” because we are deeply committed to building and maintaining strong, enduring relationships spanning multiple generations of your family. Going well beyond the traditional advisor-client relationship, we seek to truly know you and your family as we work together to protect your wealth and align it with your goals, dreams, and values.
Our Key Advantages Include:
- Boutique firm offering concierge service to a select group of clients with international interests
- Highly specialized multicultural, multilingual, and multigenerational team
- 24/7 access to ask questions and discuss ideas, opportunities, and concerns
- Expansive professional network to ensure a fully integrated approach
- An independent, open-architecture platform with access to multiple custodians
- Access to world-class strategists, economists, and portfolio managers worldwide
- Ongoing seminars and events to educate clients and their families
- Experience serving ultra-affluent global families for more than 30 years
- Proactive wealth management approach with frequent communication
- Deep understanding of the impact of the evolving regulatory environment
- Unbiased mediation between your family and various financial institutions
- Access to a wide range of investment managers, private equity funds, and hedge funds
- Tailored platform for account aggregation with 24/7 access to your financial world
- Mentorship for the next generation to protect and preserve your legacy
- Highest standards of confidentiality and discernment