Our Clients

Family Office Services

At Miami Partners Wealth Management, we help preserve wealth across generations, managing complex financial structures and achieving family goals.



Iconic Art Deco building in South Beach Miami, symbolizing the tailored family office services provided by a wealth management firm in Miami, Florida

Comprehensive Family Office Services

Comprehensive Wealth Management

Family offices are tasked with managing substantial and often diverse asset portfolios while also navigating intricate financial, tax, and legal landscapes. At Miami Partners, we offer a full suite of services designed to meet these challenges head-on.

Customized Investment Management

A Balance of Growth & Preservation

Investing for a family office requires a strategy that balances growth with preservation. Our investment management services are designed to create a portfolio that reflects your family's unique risk appetite, investment preferences, and long-term goals.

Our investment strategy for family offices includes private and alternative investments that are not available to traditional investors. These investments include private credit and equity funds through managers hand-picked by our investment committee. For more information on our private and alternative investments, please contact us directly.

Investment Management Services

Strategic Asset Allocation

We develop a customized asset allocation strategy that aligns with your family's financial objectives. Our team evaluates a wide range of investment opportunities, from traditional equities and fixed income to private equity, real estate, and other alternative investments.

Customized Investment Management

A Balance of Growth & Preservation

Investing for a family office requires a strategy that balances growth with preservation. Our investment management services are designed to create a portfolio that reflects your family's unique risk appetite, investment preferences, and long-term goals.

Our investment strategy for family offices includes private and alternative investments that are not available to traditional investors. These investments include private credit and equity funds through managers hand-picked by our investment committee. For more information on our private and alternative investments, please contact us directly.

Strategic Asset Allocation

We develop a customized asset allocation strategy that aligns with your family's financial objectives. Our team evaluates a wide range of investment opportunities, from traditional equities and fixed income to private equity, real estate, and other alternative investments.
Investment Management Services


Estate and Legacy Planning

Building Your Legacy

Our estate planning services are designed to protect your family's legacy while helping you distribute your wealth in line with your values and wishes. Our team works to implement strategies that safeguard your wealth from potential risks, including market volatility, legal claims, and tax law changes.

  • Trust and Estate Structuring: We provide guidance on establishing trusts and other structures to protect your assets and provide for future generations.

  • Wealth Transfer Strategies: We offer a variety of strategies to facilitate the smooth transfer of wealth, including family governance structures, private foundations, and direct gifts.

  • Philanthropic Legacy Planning: We help design and implement philanthropic strategies that reflect your values, including establishing a family foundation, endowment funds, or other charitable vehicles.

Estate Planning & Legacy Service

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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