Our Clients
Family Office Services
At Miami Partners Wealth Management, we help preserve wealth across generations, managing complex financial structures and achieving family goals.
Comprehensive Family Office Services
Comprehensive Wealth Management
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.
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Trust and Estate Structuring: We provide guidance on establishing trusts and other structures to protect your assets and provide for future generations.
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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.
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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.
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.