Our Services
Estate & Legacy Planning
Estate & Legacy Planning
The Importance of Protecting Your Estate
You have worked your whole life to build and experience the success of your wealth. When it is time to pass it on, it is equally important to make sure it remains protected.
At Miami Partners, we help you designate beneficiaries, reduce estate taxes, and protect your wealth from unnecessary expenses and disputes so that you can keep your wealth intact as it is passed down according to your wishes.
Philanthropic Services
Maximizing Your Impact While Optimizing Your Benefits
At Miami Partners, we help analyze and strategize choosing the correct charitable vehicle so that you can maximize the impact of your wealth while optimizing tax benefits. In doing so, you can find more power in your wealth to assist the communities you support.
We help you explore options including:
- Setting Up Charitable Trusts (including Charitable Remainder Trusts and Charitable Lead Trusts)
- Developing Donor-Advised Funds
- Creating Endowments or Scholarship Funds
Your charitable gifting strategy should reflect your goals and the impact you want to have on the community. We help clients build and execute these strategies.
Complimentary Portfolio X-Ray
Get a Complimentary Consultation on Your Current Approach.
We specialize in helping high-net-worth clients like you protect, grow, and manage their wealth with confidence. Our experienced advisors are here to understand your goals and craft a customized strategy that aligns with your financial needs.
Fill out the form below to schedule a complimentary introductory meeting with one of our expert advisors. Let's start building a secure and prosperous future together.