Expansive Capabilities and Opportunities
Rather than being tied to the products of one institution, MAXIMAI Investment Partners provides unlimited access to the global markets because we operate through an open-architecture platform. This provides our clients with:
- Wealth Management with unencumbered access to global markets and resources
- Independent custody of client assets at industry-leading financial institutions
- Domestic and International Estate and Trust Planning
- Family Office Services, including account aggregation and bill paying
- Access to multiple sources of credit, equity and banking solutions for businesses, 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
