Our Clients
Corporations & CFOs
Our Services for Corporations & CFOs
Corporate Cash Management Services
At Miami Partners, we offer a comprehensive suite of services specifically designed to meet the complex financial needs of corporations and CFOs.
Our expert team provides tailored strategies in corporate financial planning, investment management, tax optimization, and risk management to drive growth and safeguard your organization’s future.
Corporate Portfolio Strategy
An Investment Allocation Poised for Income & Protection
Your corporation's cash is a strategic asset for growing and sustaining the business. Our clients use our corporate cash management services to target a yield that outpaces inflation while maintaining a high liquidity profile.
By leveraging a combination of Treasury investments, Ultra-Short and Short Duration securities, and Enhanced & Alternative Income funds, your corporation's cash can turn from a decaying asset to a growth-focused one.
Treasury Strategy
Allocation: 20% - 40%Target Yield: 5.32%
Cash Management
Empowering CFOs with Corporate Cash Management Solutions
Our cash management services help to maintain the financial health and operational efficiency of your corporation. At Miami Partners, we provide comprehensive cash management solutions that work to optimize liquidity, improve cash flow, and enhance your company's ability to meet its short-term and long-term financial obligations.
Our services include cash flow analysis, treasury management, and customized strategies for cash reserves, allows your business to access the financial agility to respond to opportunities and challenges.
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.