Our Services

Private Client Services

Our Private Client Services are tailored to meet the sophisticated needs of high-net-worth individuals and families, offering a comprehensive suite of services designed to enhance your financial experience.


Private Client Services

Dedicated Service for Distinguished Clients

As a high-net-worth investor, the only thing more valuable than your wealth is your time. As a client of Miami Partners, you'll receive a team of financial advisors, including a Partner, Wealth Advisor, and one or more Associates to ensure each aspect of your wealth has proper oversight, giving you back time and helping you focus on what is most important - your goals.

Along with the other services we offer, our Private Client Services help clients secure mortgages, loans, and margin at exclusive interest rates. They also receive fully-customized reporting services, giving them oversight of their entire wealth. And if there is an outside team of attorneys or CPA's you prefer to work with, we have experience working with clients' preferred outside providers to ensure their wealth is fully optimized.

Private Banking Services

Access to Low-Cost Lending Solutions

Our Private Client Services provide access to a range of low-cost lending solutions that are designed to enhance your liquidity and investment opportunities.

Whether you are looking to leverage assets for investment purposes, finance a new acquisition, or meet unexpected financial needs, our strategic relationship with exclusive lenders allows us to access interest rates that are not available to traditional investors, helping you make the most of your capital while minimizing costs.

White building columns representing strength, stability, and the exclusive nature of private banking services offered by a wealth management firm in Miami, Florida
White building columns representing strength, stability, and the exclusive nature of private banking services offered by a wealth management firm in Miami, Florida

Private Banking Services

Access to Low-Cost Lending Solutions

Our Private Client Services provide access to a range of low-cost lending solutions that are designed to enhance your liquidity and investment opportunities.

Whether you are looking to leverage assets for investment purposes, finance a new acquisition, or meet unexpected financial needs, our strategic relationship with exclusive lenders allows us to access interest rates that are not available to traditional investors, helping you make the most of your capital while minimizing costs.


General Manager Services

Coordinated Planning with Your Outside Advisors

We recognize the importance of a coordinated approach to wealth management. Our General Manager Services ensure that all aspects of your financial plan work together seamlessly.

We collaborate closely with your existing team of outside advisors—including attorneys, accountants, and tax specialists—to develop a cohesive strategy that aligns with your overall objectives. This holistic approach allows for every decision to be made in your best interest and support of your long-term financial goals.

Client Reporting Services

Meet with Your Team at Your Convenience

Your meetings with your advisory team form the foundation of the relationship with your advisor. Whether it's monthly, quarterly, or annual meetings, your team is always available to meet with you at your convenience. And you can always reach your advisors anytime via email or text message.

We also offer our clients a state-of-the-art client portal that provides clients with 24/7 access to their financial information. From viewing your portfolio performance to accessing important documents and communication, our client portal ensures that you are always in control of your financial landscape.

Two professional men shaking hands, focusing on their hands, representing the personalized client reporting services and the flexibility of meeting with your team
Two professional men shaking hands, focusing on their hands, representing the personalized client reporting services and the flexibility of meeting with your team

Client Reporting Services

Meet with Your Team at Your Convenience

Your meetings with your advisory team form the foundation of the relationship with your advisor. Whether it's monthly, quarterly, or annual meetings, your team is always available to meet with you at your convenience. And you can always reach your advisors anytime via email or text message.

We also offer our clients a state-of-the-art client portal that provides clients with 24/7 access to their financial information. From viewing your portfolio performance to accessing important documents and communication, our client portal ensures that you are always in control of your financial landscape.

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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