Our Comprehensive Approach
At MAXIMAI Investment Partners, we help you navigate the complexity of your wealth, ensuring you have the best people and resources in your corner and that everyone is working together in harmony. Rather than being tied to the products of one institution, we provide unlimited access to the global markets because we operate through an open-architecture platform. This provides you with:
- Wealth management with unencumbered access to global markets and resources
- Independent custody of assets at industry-leading financial institutions
- Domestic and international estate and trust planning
- Family office services including account aggregation and bill paying
- Multiple sources of credit, equity, and banking solutions, including aircraft and yacht financing as well as investment banking services
- Assistance and advice in the development of new business ventures
- Selection and coordination of experts in areas such as tax, accounting, law, real estate, insurance, and banking
