MAXIMAI Investment Partners

Sophisticated Wealth Management for Global Families

SOPHISTICATED WEALTH MANAGEMENT FOR TODAY’S GLOBAL FAMILIES

A Family-First Approach to Maximizing and Preserving Your Wealth Through the Generations

Simplify Your Financial World and Experience True Peace of Mind

For more than 30 years, MAXIMAI Investment Partners has been providing a boutique family office experience to a select group of global clients who require sophisticated guidance and distinctive service across the generations. Through our family-first approach, we are committed to holding your interests above all else and acting with prudence and integrity as we preserve your wealth and personal peace of mind.

We are your trusted advisor, partner, and advocate, and we are here to guide you through the intricacies of your international financial interests, bringing you clarity about where you are and confidence in where you’re going.

We Are Boutique

We cater to a small group of distinctive clients. This allows us the time needed to truly tailor our services and solutions to each family’s unique needs.

We Are Independent

We are not limited in the range of products and services we can offer our clients. We have the freedom and flexibility to provide more alternatives and competitive pricing.

We Are Multicultural

Our team is multigenerational, multinational, and multilingual, as are our clients. We have extensive experience guiding families through the intricacies of working worldwide.

A Maximized Experience for Discerning Global Clients

The name MAXIMAI is derived from the plural form of the word maximum, illustrating our commitment to offering best-in-class advice and capabilities to you and your family. We take pride in providing a boutique experience with high-touch service, and we are passionate about forging strong, enduring relationships that are rooted in excellence, integrity, and trust.

Helping You Oversee Your Entire Financial World

We serve ultra-affluent global clients with a focus on Latin America and the Caribbean, and our capabilities include wealth management, domestic and international estate and trust planning, and family office services. To ensure a fully integrated approach to your family’s wealth, we maintain an expansive professional network of attorneys, tax professionals, accountants, real estate brokers, insurance experts, and other professionals.