Our Services

Estate & Legacy Planning

Miami Partners helps you preserve your wealth and develop comprehensive estate plans that provide security and guidance for future generations.
Two sun chairs on a balcony overlooking the ocean, representing peaceful retirement and the importance of estate and legacy planning to secure a serene future

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.

Wills & Trusts

Securing Your Legacy

Our wealth management firm offers comprehensive will and trust services designed to help you pass down your wealth according to your wishes.  Our trust services include the creation and management of various types of trusts, such as revocable living trusts, irrevocable trusts, and charitable trusts, each tailored to meet specific financial and estate planning needs.

We provide will & trust services including:

  • Advising on Various Types of Trusts (including revocable living trusts and irrevocable trusts)
  • Designating Beneficiaries
  • Managing Trust Assets and Distributions to Beneficiaries
  • Minimizing Tax Liabilities During Distribution

We work closely with you to draft and regularly update your will and other estate documents, ensuring it accurately reflects your current circumstances and goals.





A retired couple walking arm in arm along the beach beside the ocean waves, symbolizing a secure and fulfilling retirement

Wills & Trusts

Securing Your Legacy

Our wealth management firm offers comprehensive will and trust services designed to help you pass down your wealth according to your wishes.  Our trust services include the creation and management of various types of trusts, such as revocable living trusts, irrevocable trusts, and charitable trusts, each tailored to meet specific financial and estate planning needs.

We provide will & trust services including:

  • Advising on Various Types of Trusts (including revocable living trusts and irrevocable trusts)
  • Designating Beneficiaries
  • Managing Trust Assets and Distributions to Beneficiaries
  • Minimizing Tax Liabilities During Distribution

We work closely with you to draft and regularly update your will and other estate documents, ensuring it accurately reflects your current circumstances and goals.

Iconic Miami Beach lifeguard station, representing philanthropic and gifting strategies provided by a wealth management firm in Miami, Florida

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.

Tax-Efficient Gifting

Gifting Strategies Built Around Your Goals

Setting your family on the right path through estate planning services involves thoughtful strategies to protect and distribute your wealth in a way that aligns with your values and goals.

Whether it's by designating beneficiaries to ensure your assets go directly to the people or causes you care about, or using gifting strategies to transfer wealth over the course of your lifetime, Miami Partners can help you create a secure financial future for your loved ones.





Tax-Efficient Gifting

Gifting Strategies Built Around Your Goals

Setting your family on the right path through estate planning services involves thoughtful strategies to protect and distribute your wealth in a way that aligns with your values and goals. Whether it's by designating beneficiaries to ensure your assets go directly to the people or causes you care about, or using gifting strategies to transfer wealth over the course of your lifetime, Miami Partners can help you create a secure financial future for your loved ones.

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.

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